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
176
$54K 0.05%
541
177
$54K 0.05%
240
178
$54K 0.05%
101
179
$53K 0.05%
456
180
$52K 0.05%
508
181
$52K 0.05%
439
182
$50K 0.05%
809
183
$49K 0.04%
290
184
$48K 0.04%
615
185
$47K 0.04%
506
186
$47K 0.04%
303
187
$46K 0.04%
167
188
$46K 0.04%
782
189
$46K 0.04%
500
190
$46K 0.04%
467
191
$46K 0.04%
1,069
192
$45K 0.04%
590
193
$45K 0.04%
161
194
$44K 0.04%
1,450
195
$44K 0.04%
334
-334
196
$44K 0.04%
805
197
$44K 0.04%
90
198
$44K 0.04%
299
199
$43K 0.04%
477
200
$42K 0.04%
893
6 7
8
9 10