We are live on ! Find out more
POEH

Post Oak Energy Holdings Portfolio holdings

AUM $449M
1-Year Est. Return 53.94%
This Fund
S&P 500
This Quarter Est. Return
+33.3%
1 Year Est. Return
+53.94%
3 Year Est. Return
+112.53%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$397M
AUM Growth
+$97.2M
Cap. Flow
-$13
Cap. Flow %
-0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
PR
Permian Resources
PR
+$13

Sector Composition

1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESTE
1
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$226M 56.96%
11,167,213
– –
PR
2
Permian Resources
PR
$16B
$68.4M 17.24%
4,900,841
-1
-0% -$13
SBOW
3
DELISTED
SilverBow Resources, Inc.
SBOW
$66.2M 16.67%
1,849,667
– –
CPE
4
DELISTED
Callon Petroleum Company
CPE
$36.2M 9.13%
926,339
– –

Similar funds

WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return
OL
one8zero8 LLC Greensboro, North Carolina $449M AUM 23.68% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
MC
Miramar Capital Northbrook, Illinois $449M AUM 16.73% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $449M AUM 26.62% 1-Year Est. Return