POIA
Pin Oak Investment Advisors Portfolio holdings
AUM
$118M
1-Year Return
4.77%
This Quarter Return
+7.34%
1 Year Return
+4.77%
3 Year Return
+43.54%
5 Year Return
+114.51%
10 Year Return
–
AUM
$98.8M
AUM Growth
+$8.19M
(+9%)
Cap. Flow
+$3.09M
Cap. Flow
% of AUM
3.13%
Top 10 Holdings %
Top 10 Hldgs %
38.06%
Holding
443
New
41
Increased
41
Reduced
43
Closed
15
Top Buys
| 1 |
Devon Energy
DVN
|
$3.5M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
$3.4M |
| 3 |
Antero Resources
AR
|
$2.17M |
| 4 |
Northern Oil and Gas
NOG
|
$2.11M |
| 5 |
Halliburton
HAL
|
$606K |
Top Sells
Sector Composition
| 1 | Energy | 37.34% |
| 2 | Financials | 11.6% |
| 3 | Communication Services | 10.55% |
| 4 | Technology | 10.47% |
| 5 | Healthcare | 5.26% |
