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
401
$4K ﹤0.01%
70
402
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44
403
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300
404
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405
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406
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75
407
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30
408
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+28
409
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424
410
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411
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120
412
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94
413
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38
415
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417
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25
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40
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421
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50
422
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40
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72
424
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125
425
$2K ﹤0.01%
44