POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 4.77%
This Quarter Est. Return
1 Year Est. Return
+4.77%
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
501
-272