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
426
$2K ﹤0.01%
75
427
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100
428
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44
429
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100
430
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42
431
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50
432
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142
433
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12
434
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25
435
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22
436
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437
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48
438
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40
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$2K ﹤0.01%
+16
441
$2K ﹤0.01%
9
442
$2K ﹤0.01%
35
443
$1K ﹤0.01%
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445
$1K ﹤0.01%
45
446
$1K ﹤0.01%
10
447
$1K ﹤0.01%
85
448
$1K ﹤0.01%
18
449
$1K ﹤0.01%
100
450
$1K ﹤0.01%
11
16 17
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19 20