POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $143M
1-Year Est. Return 10.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$135K
2
+$14.9K
3
+$14.9K
4
HHH icon
Howard Hughes
HHH
+$11.5K
5
MSFT icon
Microsoft
MSFT
+$9.37K

Top Sells

1
+$299K
2
+$93.2K
3
+$48.6K
4
MSPR
MSP Recovery Inc
MSPR
+$39K
5
AMAT icon
Applied Materials
AMAT
+$30K

Sector Composition

1 Energy 34.67%
2 Technology 12.37%
3 Financials 6.16%
4 Communication Services 5.62%
5 Real Estate 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.03%
2,990
227
$32K 0.03%
243
228
$31K 0.03%
996
229
$31K 0.03%
1,253
230
$30K 0.03%
1,005
231
$30K 0.03%
182
232
$30K 0.03%
459
233
$29K 0.03%
103
234
$29K 0.03%
210
235
$29K 0.03%
125
236
$29K 0.03%
248
237
$28K 0.03%
1,186
238
$27K 0.02%
185
239
$27K 0.02%
726
240
$27K 0.02%
198
241
$27K 0.02%
300
242
$27K 0.02%
596
243
$27K 0.02%
212
244
$26K 0.02%
168
245
$26K 0.02%
1,080
246
$26K 0.02%
259
247
$26K 0.02%
94
248
$26K 0.02%
150
249
$25K 0.02%
16
250
$25K 0.02%
613
8 9
10
11 12