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
301
$15K 0.01%
152
302
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224
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$14K 0.01%
479
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70
307
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230
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459
309
$14K 0.01%
100
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$13K 0.01%
53
311
$13K 0.01%
74
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$13K 0.01%
249
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$13K 0.01%
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$13K 0.01%
533
315
$12K 0.01%
5,012
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-11
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321
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360
322
$12K 0.01%
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40
324
$12K 0.01%
200
325
$12K 0.01%
622