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POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $141M
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$561K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$721K
4
CPT icon
Camden Property Trust
CPT
+$342K
5
BAC icon
Bank of America
BAC
+$306K

Top Sells

1
+$1.68M
2
+$1.57M
3
+$752K
4
NOG icon
Northern Oil and Gas
NOG
+$504K
5
KRP icon
Kimbell Royalty Partners
KRP
+$269K

Sector Composition

1 Energy 37.48%
2 Technology 12.68%
3 Financials 6.08%
4 Communication Services 5.26%
5 Healthcare 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K 0.01%
50
352
$7K 0.01%
3,502
353
$7K 0.01%
74
354
$7K 0.01%
50
355
$7K 0.01%
228
356
$7K 0.01%
460
357
$7K 0.01%
49
358
$7K 0.01%
150
359
$7K 0.01%
15
360
$7K 0.01%
360
+140
361
$6K 0.01%
3,040
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362
$6K 0.01%
79
-370
363
$6K 0.01%
170
364
$6K 0.01%
175
365
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366
$6K 0.01%
103
367
$6K 0.01%
72
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368
$6K 0.01%
24
369
$6K 0.01%
1,782
370
$6K 0.01%
35
371
$6K 0.01%
64
372
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78
373
$6K 0.01%
150
+30
374
$6K 0.01%
270
375
$5K ﹤0.01%
+5,000
13 14
15
16 17