POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $143M
1-Year Est. Return 9.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Sells

1 +$947K
2 +$540K
3 +$517K
4
NOG icon
Northern Oil and Gas
NOG
+$507K
5
KRP icon
Kimbell Royalty Partners
KRP
+$482K

Sector Composition

1 Energy 26.04%
2 Technology 15.49%
3 Financials 9.45%
4 Communication Services 6.55%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OMAH
526
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$686M
-225
CRWV
527
CoreWeave Inc
CRWV
$39B
-250
WW
528
WW International
WW
$230M
-5
GME.WS
529
GameStop Corp Warrants
GME.WS
$0 ﹤0.01%
+1