SOAMC

Spirit of America Management Corp Portfolio holdings

AUM $499M
1-Year Est. Return 22.08%
This Quarter Est. Return
1 Year Est. Return
+22.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.31M
3
+$2.93M
4
PSX icon
Phillips 66
PSX
+$1.51M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.49M

Top Sells

1
+$2.84M
2
+$1.22M
3
+$1.11M
4
USAC icon
USA Compression Partners
USAC
+$911K
5
CNXM
CNX Midstream Partners LP
CNXM
+$888K

Sector Composition

1 Energy 45.31%
2 Real Estate 19.89%
3 Technology 9.37%
4 Utilities 5.22%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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