POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
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
+$16.2K
3
+$14.9K
4
HHH icon
Howard Hughes
HHH
+$11.1K
5
MSFT icon
Microsoft
MSFT
+$9.47K

Top Sells

1
+$299K
2
+$272K
3
+$240K
4
ETR icon
Entergy
ETR
+$44K
5
MSPR
MSP Recovery Inc
MSPR
+$39K

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
251
$25K 0.02%
16
252
$25K 0.02%
613
253
$25K 0.02%
2,000
254
$24K 0.02%
465
255
$24K 0.02%
350
256
$24K 0.02%
162
257
$23K 0.02%
53
258
$23K 0.02%
353
259
$23K 0.02%
2,155
260
$23K 0.02%
690
261
$22K 0.02%
200
262
$22K 0.02%
247
263
$22K 0.02%
200
264
$21K 0.02%
600
265
$21K 0.02%
296
266
$21K 0.02%
227
267
$21K 0.02%
62
-62
268
$21K 0.02%
538
269
$20K 0.02%
181
270
$20K 0.02%
22
271
$20K 0.02%
420
272
$20K 0.02%
90
273
$19K 0.02%
200
274
$19K 0.02%
959
275
$19K 0.02%
1,821
9 10
11
12 13