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
76
$196K 0.24%
975
-235
77
$189K 0.23%
1,415
+228
78
$183K 0.23%
804
-25
79
$179K 0.22%
1,184
+198
80
$173K 0.21%
4,636
81
$173K 0.21%
475
+124
82
$171K 0.21%
997
83
$164K 0.2%
1,079
84
$163K 0.2%
1,675
85
$163K 0.2%
2,144
86
$161K 0.2%
340
+206
87
$143K 0.18%
23,035
88
$140K 0.17%
16,566
-119
89
$138K 0.17%
495
90
$137K 0.17%
1,125
91
$136K 0.17%
4,385
92
$136K 0.17%
1,388
+1,035
93
$135K 0.17%
350
-68
94
$135K 0.17%
1,768
-497
95
$129K 0.16%
402
+348
96
$126K 0.16%
441
+155
97
$123K 0.15%
580
98
$122K 0.15%
429
+317
99
$118K 0.15%
526
100
$117K 0.14%
521
2 3
4
5 6