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
$767M
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$9.78M
2 +$4.13M
3 +$4.02M
4
PAA icon
Plains All American Pipeline
PAA
+$3.98M
5
KMI icon
Kinder Morgan
KMI
+$3.74M

Sector Composition

1 Energy 49.68%
2 Real Estate 14.52%
3 Financials 2.92%
4 Industrials 2.47%
5 Technology 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$319K 0.04%
7,100
252
$318K 0.04%
12,487
253
$314K 0.04%
3,000
+1,900
254
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12,298
255
$313K 0.04%
12,000
256
$312K 0.04%
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257
$310K 0.04%
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258
$310K 0.04%
12,000
259
$299K 0.04%
+12,000
260
$298K 0.04%
11,552
261
$292K 0.04%
11,300
262
$287K 0.04%
18,500
+7,500
263
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264
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10,500
265
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10,800
266
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52,000
267
$271K 0.04%
10,000
268
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269
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$267K 0.03%
10,000
272
$263K 0.03%
5,000
273
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10,000
274
$262K 0.03%
10,339
275
$261K 0.03%
10,872