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
76
$230K 0.21%
4,636
77
$228K 0.21%
831
78
$226K 0.21%
386
79
$226K 0.21%
799
+20
80
$223K 0.2%
986
81
$215K 0.2%
564
82
$214K 0.19%
1,583
83
$207K 0.19%
1,001
84
$206K 0.19%
1,650
85
$201K 0.18%
11,585
86
$201K 0.18%
21,928
87
$198K 0.18%
2,243
88
$194K 0.18%
1,139
+20
89
$193K 0.18%
2,010
90
$189K 0.17%
3,549
91
$188K 0.17%
450
92
$186K 0.17%
352
93
$183K 0.17%
346
94
$181K 0.16%
101,600
95
$178K 0.16%
10,850
96
$176K 0.16%
5,607
97
$174K 0.16%
1,003
+50
98
$173K 0.16%
351
99
$172K 0.16%
1,447
100
$167K 0.15%
3,485
2 3
4
5 6