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
251
$18K 0.02%
600
252
$18K 0.02%
690
253
$18K 0.02%
182
+1
254
$18K 0.02%
+85
255
$18K 0.02%
524
+100
256
$18K 0.02%
575
+455
257
$17K 0.02%
891
+800
258
$17K 0.02%
500
259
$17K 0.02%
350
260
$17K 0.02%
118
261
$16K 0.02%
2,339
262
$16K 0.02%
896
263
$16K 0.02%
239
264
$16K 0.02%
892
265
$16K 0.02%
200
266
$15K 0.02%
289
267
$15K 0.02%
425
268
$15K 0.02%
223
269
$15K 0.02%
170
+58
270
$15K 0.02%
500
271
$15K 0.02%
177
-72
272
$15K 0.02%
1,475
273
$14K 0.02%
135
274
$14K 0.02%
65
275
$14K 0.02%
128