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
$634M
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$9.03M
3 +$8.57M
4
CEQP
Crestwood Equity Partners LP
CEQP
+$2.83M
5
MRO
Marathon Oil Corporation
MRO
+$2.58M

Top Sells

1 +$14.8M
2 +$14.5M
3 +$11.2M
4
HEP
Holly Energy Partners, L.P.
HEP
+$7.95M
5
CQP icon
Cheniere Energy
CQP
+$3.3M

Sector Composition

1 Energy 65.46%
2 Real Estate 12.18%
3 Technology 3.55%
4 Financials 2.8%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-179,592
252
-313,859