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
$110M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$135K
2
+$16.2K
3
+$14.9K
4
HHH icon
Howard Hughes
HHH
+$11.1K
5
MSFT icon
Microsoft
MSFT
+$9.47K

Top Sells

1
+$299K
2
+$272K
3
+$240K
4
ETR icon
Entergy
ETR
+$44K
5
MSPR
MSP Recovery Inc
MSPR
+$39K

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
51
$395K 0.36%
105,920
52
$370K 0.34%
788
53
$367K 0.33%
3,220
54
$366K 0.33%
6,938
55
$364K 0.33%
7,087
56
$359K 0.33%
2,001
57
$337K 0.31%
38,050
58
$336K 0.31%
2,772
59
$334K 0.3%
583
60
$320K 0.29%
13,641
61
$315K 0.29%
776
62
$311K 0.28%
8,356
63
$299K 0.27%
1,837
64
$287K 0.26%
1,683
65
$274K 0.25%
1,800
66
$273K 0.25%
3,793
67
$251K 0.23%
830
68
$250K 0.23%
22,767
69
$248K 0.23%
11,291
70
$247K 0.22%
1,311
71
$242K 0.22%
2,652
72
$241K 0.22%
5,980
73
$239K 0.22%
1,205
74
$237K 0.22%
1,248
75
$233K 0.21%
997
1 2
3
4 5