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
$80.8M
AUM Growth
-$251K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$704K
3 +$307K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$214K
5
NVDA icon
NVIDIA
NVDA
+$176K

Top Sells

1 +$1.33M
2 +$1.24M
3 +$1.1M
4
MSPR
MSP Recovery Inc
MSPR
+$693K
5
GT icon
Goodyear
GT
+$392K

Sector Composition

1 Energy 42.71%
2 Technology 11.84%
3 Financials 7.31%
4 Healthcare 5.43%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$801K 0.99%
25,330
-1,265
27
$746K 0.92%
12,967
28
$704K 0.87%
+6,769
29
$546K 0.68%
19,092
-125
30
$533K 0.66%
139,961
31
$505K 0.62%
44,380
32
$502K 0.62%
3,149
33
$497K 0.61%
2,487
+458
34
$496K 0.61%
4,804
+494
35
$466K 0.58%
2,284
+1,505
36
$434K 0.54%
6,950
37
$419K 0.52%
12,812
+3,000
38
$403K 0.5%
3,090
+337
39
$390K 0.48%
7,456
+750
40
$382K 0.47%
1,938
+438
41
$380K 0.47%
18,414
-59,873
42
$371K 0.46%
32,688
43
$359K 0.44%
3,621
+286
44
$331K 0.41%
6,499
45
$325K 0.4%
3,058
+554
46
$324K 0.4%
7,182
47
$320K 0.4%
6,995
48
$313K 0.39%
8,363
+1,095
49
$311K 0.38%
16,164
50
$284K 0.35%
7,340