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
$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
276
$19K 0.02%
196
277
$18K 0.02%
9
278
$18K 0.02%
891
279
$18K 0.02%
100
280
$18K 0.02%
253
281
$18K 0.02%
246
282
$18K 0.02%
99
283
$18K 0.02%
135
284
$17K 0.02%
4
285
$17K 0.02%
382
286
$17K 0.02%
235
287
$17K 0.02%
36
288
$17K 0.02%
1,206
289
$16K 0.01%
59
290
$16K 0.01%
235
-4
291
$16K 0.01%
100
292
$16K 0.01%
500
293
$16K 0.01%
200
294
$16K 0.01%
158
295
$16K 0.01%
290
296
$15K 0.01%
72
297
$15K 0.01%
290
298
$15K 0.01%
300
299
$15K 0.01%
142
300
$15K 0.01%
63
10 11
12
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