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
326
$12K 0.01%
260
327
$12K 0.01%
45
328
$12K 0.01%
662
329
$11K 0.01%
63
330
$11K 0.01%
176
331
$11K 0.01%
80
332
$11K 0.01%
628
333
$11K 0.01%
92
334
$11K 0.01%
38
335
$11K 0.01%
40
336
$11K 0.01%
135
337
$11K 0.01%
265
338
$11K 0.01%
111
339
$10K 0.01%
90
340
$10K 0.01%
89
341
$10K 0.01%
113
342
$10K 0.01%
237
343
$10K 0.01%
100
344
$9K 0.01%
150
345
$9K 0.01%
381
346
$9K 0.01%
800
347
$9K 0.01%
100
348
$9K 0.01%
1,280
349
$9K 0.01%
460
350
$9K 0.01%
216