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
126
$83K 0.1%
1,220
127
$81K 0.1%
2,135
+1,275
128
$80K 0.1%
1,250
-500
129
$78K 0.1%
419
+370
130
$74K 0.09%
+567
131
$72K 0.09%
553
132
$72K 0.09%
318
133
$71K 0.09%
806
134
$71K 0.09%
1,692
135
$71K 0.09%
5,595
+6
136
$70K 0.09%
1,109
137
$70K 0.09%
1,805
138
$68K 0.08%
669
139
$65K 0.08%
189
+164
140
$64K 0.08%
511
141
$64K 0.08%
+388
142
$61K 0.08%
270
143
$59K 0.07%
+291
144
$58K 0.07%
179
145
$57K 0.07%
740
146
$56K 0.07%
438
147
$56K 0.07%
542
148
$55K 0.07%
+532
149
$54K 0.07%
5,100
150
$53K 0.07%
232
4 5
6
7 8