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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
426
$2K ﹤0.01%
100
427
$2K ﹤0.01%
42
428
$2K ﹤0.01%
50
429
$2K ﹤0.01%
142
-30
430
$2K ﹤0.01%
25
431
$2K ﹤0.01%
22
432
$2K ﹤0.01%
33
433
$2K ﹤0.01%
105
+5
434
$2K ﹤0.01%
40
435
$2K ﹤0.01%
40
436
$2K ﹤0.01%
+55
437
$2K ﹤0.01%
+20
438
$2K ﹤0.01%
30,000
439
$1K ﹤0.01%
58
440
$1K ﹤0.01%
100
441
$1K ﹤0.01%
+14
442
$1K ﹤0.01%
+45
443
$1K ﹤0.01%
18
444
$1K ﹤0.01%
100
445
$1K ﹤0.01%
11
446
$1K ﹤0.01%
+25
447
$1K ﹤0.01%
16
448
$1K ﹤0.01%
12
449
$1K ﹤0.01%
27
450
$1K ﹤0.01%
+7
16 17
18
19 20