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
$499M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.58M
3 +$1.51M
4
OKLO
Oklo
OKLO
+$1.46M
5
VST icon
Vistra
VST
+$1.24M

Top Sells

1 +$1.57M
2 +$1.43M
3 +$1.35M
4
WMB icon
Williams Companies
WMB
+$1.26M
5
WMT icon
Walmart
WMT
+$1.26M

Sector Composition

1 Energy 30.7%
2 Technology 16.42%
3 Real Estate 14.37%
4 Utilities 13.49%
5 Financials 5.19%