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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
$104M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$271K
3
+$271K
4
AMX icon
America Movil
AMX
+$200K
5
MSPR
MSP Recovery Inc
MSPR
+$184K

Top Sells

1
+$1.05M
2
+$98.8K
3
+$92.4K
4
OKE icon
Oneok
OKE
+$92.2K
5
TXO icon
TXO Partners LP
TXO
+$63.4K

Sector Composition

1 Energy 39.1%
2 Technology 11.08%
3 Financials 7.45%
4 Healthcare 5.12%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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477
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478
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-4,675
479
– –
-1,250
480
– –
-10,000
481
– –
-11
482
– –
-118
483
– –
-36
484
– –
-3
485
– –
-105
16 17 18 19
20