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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
376
$5K ﹤0.01%
175
377
$5K ﹤0.01%
344
378
$5K ﹤0.01%
87
379
$5K ﹤0.01%
19
380
$5K ﹤0.01%
35
381
$5K ﹤0.01%
167
382
$5K ﹤0.01%
69
383
$5K ﹤0.01%
43
384
$5K ﹤0.01%
720
385
$5K ﹤0.01%
424
386
$5K ﹤0.01%
252
387
$5K ﹤0.01%
40
388
$5K ﹤0.01%
56
389
$5K ﹤0.01%
39
390
$5K ﹤0.01%
450
391
$5K ﹤0.01%
100
-32
392
$5K ﹤0.01%
35
393
$5K ﹤0.01%
83
394
$5K ﹤0.01%
42
395
$5K ﹤0.01%
81
396
$4K ﹤0.01%
16
397
$4K ﹤0.01%
32
398
$4K ﹤0.01%
70
399
$4K ﹤0.01%
233
400
$4K ﹤0.01%
46
14 15
16
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