POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
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
+$1.23M
2
+$1.21M
3
+$731K
4
CPT icon
Camden Property Trust
CPT
+$361K
5
BAC icon
Bank of America
BAC
+$317K

Top Sells

1
+$1.71M
2
+$1.57M
3
+$752K
4
NOG icon
Northern Oil and Gas
NOG
+$467K
5
KRP icon
Kimbell Royalty Partners
KRP
+$270K

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%
+5,000
377
$5K ﹤0.01%
175
378
$5K ﹤0.01%
344
379
$5K ﹤0.01%
87
380
$5K ﹤0.01%
19
381
$5K ﹤0.01%
39
382
$5K ﹤0.01%
450
383
$5K ﹤0.01%
100
-32
384
$5K ﹤0.01%
35
385
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83
386
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42
387
$5K ﹤0.01%
81
388
$5K ﹤0.01%
167
389
$5K ﹤0.01%
69
390
$5K ﹤0.01%
43
391
$5K ﹤0.01%
720
392
$5K ﹤0.01%
424
393
$5K ﹤0.01%
252
394
$5K ﹤0.01%
40
395
$5K ﹤0.01%
28
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
17 18