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
151
$53K 0.07%
694
-94
152
$52K 0.06%
412
153
$52K 0.06%
90
154
$50K 0.06%
100
155
$49K 0.06%
2,215
-861
156
$47K 0.06%
782
157
$46K 0.06%
508
158
$46K 0.06%
2,000
159
$45K 0.06%
248
160
$44K 0.05%
564
161
$44K 0.05%
125
162
$44K 0.05%
343
163
$44K 0.05%
350
164
$43K 0.05%
605
165
$43K 0.05%
129
166
$41K 0.05%
124
167
$41K 0.05%
615
168
$41K 0.05%
509
169
$41K 0.05%
247
170
$40K 0.05%
160
171
$40K 0.05%
660
172
$40K 0.05%
1,328
173
$38K 0.05%
114
174
$38K 0.05%
240
175
$38K 0.05%
691
+101
5 6
7
8 9