We are live on ! Find out more
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
451
$1K ﹤0.01%
+15
452
$1K ﹤0.01%
15
453
$1K ﹤0.01%
25
454
$1K ﹤0.01%
100
455
$1K ﹤0.01%
47
456
$1K ﹤0.01%
10
-100
457
$1K ﹤0.01%
84
458
$1K ﹤0.01%
+11
459
$1K ﹤0.01%
9
460
$1K ﹤0.01%
500
461
$1K ﹤0.01%
16
462
$1K ﹤0.01%
+30
463
$1K ﹤0.01%
+35
464
– –
-40
465
– –
-205
466
$0 ﹤0.01%
+1
467
– –
-76
468
$0 ﹤0.01%
+51
469
$0 ﹤0.01%
+8
470
– –
-6,115
471
– –
0
472
$0 ﹤0.01%
+16
473
– –
-251
474
– –
-56,360
475
$0 ﹤0.01%
125
17 18
19
20 21