POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $143M
1-Year Est. Return 10.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.02%
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
+$14.9K
3
+$14.9K
4
HHH icon
Howard Hughes
HHH
+$11.5K
5
MSFT icon
Microsoft
MSFT
+$9.37K

Top Sells

1
+$299K
2
+$93.2K
3
+$48.6K
4
MSPR
MSP Recovery Inc
MSPR
+$39K
5
AMAT icon
Applied Materials
AMAT
+$30K

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
376
$6K 0.01%
56
377
$6K 0.01%
115
378
$5K ﹤0.01%
344
379
$5K ﹤0.01%
87
380
$5K ﹤0.01%
95
381
$5K ﹤0.01%
35
382
$5K ﹤0.01%
168
383
$5K ﹤0.01%
32
384
$5K ﹤0.01%
1,925
385
$5K ﹤0.01%
70
386
$5K ﹤0.01%
19
387
$5K ﹤0.01%
39
388
$5K ﹤0.01%
65
389
$5K ﹤0.01%
450
390
$5K ﹤0.01%
100
391
$5K ﹤0.01%
35
392
$5K ﹤0.01%
95
393
$5K ﹤0.01%
42
394
$5K ﹤0.01%
69
395
$5K ﹤0.01%
35
396
$5K ﹤0.01%
120
397
$5K ﹤0.01%
40
398
$4K ﹤0.01%
300
399
$4K ﹤0.01%
220
400
$4K ﹤0.01%
71
14 15
16
17 18