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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
$98.8M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.31M
3
+$2.35M
4
NOG icon
Northern Oil and Gas
NOG
+$2.29M
5
HAL icon
Halliburton
HAL
+$628K

Top Sells

1
+$2.52M
2
+$1.93M
3
+$1.28M
4
WLL
Whiting Petroleum Corporation
WLL
+$846K
5
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$728K

Sector Composition

1 Energy 37.34%
2 Financials 11.6%
3 Communication Services 10.55%
4 Technology 10.47%
5 Healthcare 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
30
402
$2K ﹤0.01%
124
403
$2K ﹤0.01%
36
404
$1K ﹤0.01%
22
405
$1K ﹤0.01%
16
406
$1K ﹤0.01%
46
407
$1K ﹤0.01%
10
408
$1K ﹤0.01%
22
409
$1K ﹤0.01%
43
410
$1K ﹤0.01%
39
411
$1K ﹤0.01%
40
412
$1K ﹤0.01%
75
413
$1K ﹤0.01%
20
414
$1K ﹤0.01%
41
415
$1K ﹤0.01%
36
416
$1K ﹤0.01%
13
417
$1K ﹤0.01%
29
418
$1K ﹤0.01%
42
419
$1K ﹤0.01%
+21
420
$1K ﹤0.01%
9
421
$0 ﹤0.01%
+1
422
– –
-200
423
– –
-78
424
– –
-187
425
– –
-130
14 15 16
17
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