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
$443M
AUM Growth
-$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$2.72M
3
+$645K
4
AMZN icon
Amazon
AMZN
+$547K
5
PAA icon
Plains All American Pipeline
PAA
+$429K

Top Sells

1
+$13.2M
2
+$3.44M
3
+$1.39M
4
WMB icon
Williams Companies
WMB
+$1.01M
5
MPC icon
Marathon Petroleum
MPC
+$730K

Sector Composition

1 Energy 53.68%
2 Real Estate 16.12%
3 Technology 10.14%
4 Utilities 3.91%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48.1K 0.01%
1,000
+250
227
$47.2K 0.01%
2,500
228
$46.9K 0.01%
400
229
$42.5K 0.01%
10,000
230
$38.1K 0.01%
250
+100
231
$32.4K 0.01%
+800
232
$31.4K 0.01%
+1,500
233
$31.1K 0.01%
600
234
$27.7K 0.01%
1,000
235
$27.5K 0.01%
1,150
236
$27.3K 0.01%
5,000
-7,500
237
$24.4K 0.01%
+250
238
$24K 0.01%
540
239
$20.4K ﹤0.01%
1,000
240
– –
-500
241
– –
-500
242
– –
-212,515
243
– –
-25,850
6 7 8 9
10