POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
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
401
$4K ﹤0.01%
94
402
$4K ﹤0.01%
220
403
$4K ﹤0.01%
71
404
$4K ﹤0.01%
70
405
$4K ﹤0.01%
44
406
$4K ﹤0.01%
300
407
$4K ﹤0.01%
141
408
$4K ﹤0.01%
+29
409
$4K ﹤0.01%
300
410
$4K ﹤0.01%
75
411
$4K ﹤0.01%
30
412
$4K ﹤0.01%
+28
413
$3K ﹤0.01%
41
414
$3K ﹤0.01%
167
415
$3K ﹤0.01%
88
416
$3K ﹤0.01%
+8
417
$3K ﹤0.01%
115
418
$3K ﹤0.01%
25
419
$3K ﹤0.01%
40
420
$3K ﹤0.01%
50
421
$3K ﹤0.01%
40
422
$3K ﹤0.01%
190
423
$3K ﹤0.01%
72
424
$3K ﹤0.01%
125
425
$2K ﹤0.01%
12
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18 19