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
$683M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Sells

1 +$5.79M
2 +$1.49M
3 +$1.13M
4
AVB icon
AvalonBay Communities
AVB
+$969K
5
KRC icon
Kilroy Realty
KRC
+$837K

Sector Composition

1 Energy 47.71%
2 Real Estate 16.84%
3 Financials 3.04%
4 Technology 1.82%
5 Healthcare 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$284K 0.04%
50,761
252
$278K 0.04%
10,500
253
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254
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261
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262
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274
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+8,800
275
$208K 0.03%
3,852