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
201
$42K 0.04%
400
202
$42K 0.04%
311
203
$42K 0.04%
369
204
$41K 0.04%
660
205
$41K 0.04%
158
206
$40K 0.04%
81
207
$39K 0.04%
160
208
$39K 0.04%
140
209
$39K 0.04%
151
210
$39K 0.04%
293
211
$38K 0.03%
160
212
$37K 0.03%
133
213
$36K 0.03%
114
214
$36K 0.03%
2,292
215
$36K 0.03%
444
216
$35K 0.03%
1,005
217
$35K 0.03%
447
218
$35K 0.03%
133
219
$35K 0.03%
259
220
$34K 0.03%
1,144
221
$33K 0.03%
234
222
$33K 0.03%
3,092
223
$33K 0.03%
189
224
$33K 0.03%
272
225
$32K 0.03%
716
7 8
9
10 11