SOAMC

Spirit of America Management Corp Portfolio holdings

AUM $472M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
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 +$1.85M
2 +$1.55M
3 +$1.28M
4
VST icon
Vistra
VST
+$1.26M
5
OKLO
Oklo
OKLO
+$1.02M

Top Sells

1 +$1.46M
2 +$1.42M
3 +$1.42M
4
WMT icon
Walmart Inc
WMT
+$1.21M
5
WMB icon
Williams Companies
WMB
+$1.17M

Sector Composition

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