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
351
$8K 0.01%
74
352
$8K 0.01%
50
353
$8K 0.01%
+50
354
$8K 0.01%
234
355
$8K 0.01%
120
356
$8K 0.01%
50
357
$8K 0.01%
300
358
$8K 0.01%
75
359
$8K 0.01%
40
360
$7K 0.01%
372
361
$7K 0.01%
460
362
$7K 0.01%
49
363
$7K 0.01%
72
364
$7K 0.01%
113
365
$7K 0.01%
1,782
366
$7K 0.01%
78
367
$7K 0.01%
34
368
$7K 0.01%
76
369
$6K 0.01%
270
370
$6K 0.01%
79
371
$6K 0.01%
103
372
$6K 0.01%
228
373
$6K 0.01%
83
374
$6K 0.01%
24
375
$6K 0.01%
81