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
51
$283K 0.35%
957
+150
52
$269K 0.33%
822
53
$268K 0.33%
7,057
54
$266K 0.33%
2,172
55
$259K 0.32%
1,420
56
$253K 0.31%
2,497
+337
57
$249K 0.31%
606
58
$248K 0.31%
1,837
-470
59
$247K 0.31%
3,987
60
$242K 0.3%
1,671
+8
61
$239K 0.3%
27,667
62
$228K 0.28%
10,850
63
$228K 0.28%
820
64
$224K 0.28%
995
+339
65
$221K 0.27%
1,584
66
$218K 0.27%
581
+571
67
$217K 0.27%
628
68
$215K 0.27%
7,750
+6,350
69
$212K 0.26%
21,498
70
$211K 0.26%
315
-20
71
$211K 0.26%
996
-222
72
$207K 0.26%
1,345
73
$202K 0.25%
2,017
74
$200K 0.25%
485
-167
75
$200K 0.25%
1,343