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
$80.8M
AUM Growth
-$251K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$704K
3
+$307K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$214K
5
NVDA icon
NVIDIA
NVDA
+$176K

Top Sells

1
+$1.33M
2
+$1.24M
3
+$1.1M
4
MSPR
MSP Recovery Inc
MSPR
+$693K
5
GT icon
Goodyear
GT
+$392K

Sector Composition

1 Energy 42.71%
2 Technology 11.84%
3 Financials 7.31%
4 Healthcare 5.43%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.03%
369
227
$22K 0.03%
299
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$22K 0.03%
264
+118
229
$21K 0.03%
94
230
$21K 0.03%
81
231
$21K 0.03%
237
232
$21K 0.03%
750
233
$21K 0.03%
164
234
$21K 0.03%
300
235
$21K 0.03%
110
236
$20K 0.02%
16
237
$20K 0.02%
105
238
$20K 0.02%
613
239
$20K 0.02%
+57
240
$20K 0.02%
631
241
$19K 0.02%
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242
$19K 0.02%
116
243
$19K 0.02%
392
244
$19K 0.02%
125
-100
245
$19K 0.02%
282
246
$19K 0.02%
152
247
$19K 0.02%
400
248
$19K 0.02%
248
249
$19K 0.02%
240
250
$18K 0.02%
92
8 9
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