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
401
$4K ﹤0.01%
71
402
$4K ﹤0.01%
300
403
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95
404
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70
405
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300
406
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300
407
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+75
408
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30
409
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220
+95
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$3K ﹤0.01%
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+44
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417
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50
+25
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$3K ﹤0.01%
+49
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$3K ﹤0.01%
125
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$2K ﹤0.01%
44
422
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+10
423
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100
424
$2K ﹤0.01%
+17
425
$2K ﹤0.01%
44
15 16
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