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

Top Buys

1
+$3.5M
2
+$3.4M
3
+$2.17M
4
NOG icon
Northern Oil and Gas
NOG
+$2.1M
5
HAL icon
Halliburton
HAL
+$606K

Top Sells

1
+$2.52M
2
+$1.93M
3
+$1.23M
4
WLL
Whiting Petroleum Corporation
WLL
+$832K
5
PFE icon
Pfizer
PFE
+$813K

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
51
$353K 0.36%
922
52
$342K 0.35%
2,209
+145
53
$322K 0.33%
1,278
54
$317K 0.32%
5,353
55
$315K 0.32%
24,028
-6,050
56
$308K 0.31%
1,773
-195
57
$307K 0.31%
1,004
58
$304K 0.31%
+16,685
59
$303K 0.31%
730
60
$295K 0.3%
5,768
61
$288K 0.29%
315
62
$271K 0.27%
1,299
63
$268K 0.27%
1,636
-100
64
$265K 0.27%
1,628
+6
65
$264K 0.27%
1,500
66
$264K 0.27%
7,340
67
$264K 0.27%
33,862
+3,347
68
$253K 0.26%
3,505
+60
69
$241K 0.24%
9,032
-250
70
$240K 0.24%
5,531
-28,278
71
$231K 0.23%
1,345
72
$229K 0.23%
+10,850
73
$224K 0.23%
652
74
$223K 0.23%
2,190
75
$216K 0.22%
381
1 2
3
4 5