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POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $141M
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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
426
$2K ﹤0.01%
25
427
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44
428
$2K ﹤0.01%
75
429
$2K ﹤0.01%
100
430
$2K ﹤0.01%
44
431
$2K ﹤0.01%
100
432
$2K ﹤0.01%
42
433
$2K ﹤0.01%
50
434
$2K ﹤0.01%
12
435
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22
436
$2K ﹤0.01%
33
437
$2K ﹤0.01%
48
438
$2K ﹤0.01%
65
439
$2K ﹤0.01%
40
440
$2K ﹤0.01%
+16
441
$2K ﹤0.01%
9
442
$2K ﹤0.01%
35
443
$1K ﹤0.01%
100
444
$1K ﹤0.01%
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$1K ﹤0.01%
20
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$1K ﹤0.01%
25
447
$1K ﹤0.01%
100
448
$1K ﹤0.01%
47
449
$1K ﹤0.01%
100
450
$1K ﹤0.01%
16
16 17
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19 20