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
151
$78K 0.07%
377
152
$76K 0.07%
149
153
$76K 0.07%
249
154
$76K 0.07%
130
155
$76K 0.07%
412
156
$74K 0.07%
423
+8
157
$73K 0.07%
125
158
$71K 0.06%
1,548
159
$69K 0.06%
1,692
160
$68K 0.06%
391
161
$67K 0.06%
351
162
$67K 0.06%
343
163
$66K 0.06%
222
164
$65K 0.06%
511
165
$64K 0.06%
485
166
$63K 0.06%
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167
$62K 0.06%
869
168
$60K 0.05%
624
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169
$60K 0.05%
545
170
$59K 0.05%
396
171
$59K 0.05%
326
172
$58K 0.05%
237
173
$57K 0.05%
1,368
174
$57K 0.05%
685
175
$55K 0.05%
2,000