POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
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
176
$38K 0.05%
576
-75
177
$36K 0.04%
516
178
$36K 0.04%
10,513
179
$36K 0.04%
311
180
$36K 0.04%
668
181
$36K 0.04%
+1,918
182
$35K 0.04%
400
183
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158
184
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690
185
$35K 0.04%
504
186
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213
187
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373
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188
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271
189
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190
$34K 0.04%
112
191
$34K 0.04%
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192
$33K 0.04%
326
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193
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320
194
$31K 0.04%
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195
$31K 0.04%
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196
$30K 0.04%
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197
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198
$30K 0.04%
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199
$29K 0.04%
893
200
$29K 0.04%
900
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