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
126
$122K 0.11%
2,383
127
$122K 0.11%
718
128
$119K 0.11%
309
129
$118K 0.11%
535
130
$118K 0.11%
2,500
131
$118K 0.11%
2,619
132
$115K 0.1%
326
133
$113K 0.1%
3,162
134
$112K 0.1%
310
135
$111K 0.1%
180
136
$110K 0.1%
685
137
$110K 0.1%
155
138
$107K 0.1%
1,274
139
$107K 0.1%
694
140
$106K 0.1%
1,454
141
$106K 0.1%
120
142
$102K 0.09%
161
143
$101K 0.09%
313
144
$100K 0.09%
2,191
145
$98K 0.09%
9,750
146
$95K 0.09%
1,185
147
$94K 0.09%
575
148
$91K 0.08%
232
149
$81K 0.07%
19,760
150
$79K 0.07%
829
4 5
6
7 8