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
201
$29K 0.04%
310
202
$28K 0.03%
720
203
$27K 0.03%
1,080
204
$27K 0.03%
+326
205
$27K 0.03%
320
206
$27K 0.03%
259
207
$26K 0.03%
231
208
$26K 0.03%
111
209
$26K 0.03%
249
210
$26K 0.03%
162
211
$25K 0.03%
261
212
$25K 0.03%
419
213
$25K 0.03%
690
214
$25K 0.03%
1,454
215
$24K 0.03%
210
216
$24K 0.03%
465
217
$24K 0.03%
272
218
$24K 0.03%
150
219
$24K 0.03%
353
220
$23K 0.03%
455
221
$23K 0.03%
121
222
$23K 0.03%
615
223
$23K 0.03%
90
224
$23K 0.03%
1,100
225
$23K 0.03%
+196