SOAMC
Spirit of America Management Corp Portfolio holdings
AUM
$472M
1-Year Est. Return
18.98%
This Fund
S&P 500
1 Year Est. Return
+18.98%
AUM
$472M
AUM Growth
-$27M
(-5.4%)
Holding
314
Top Buys
| 1 | +$745K | |
| 2 | +$702K | |
| 3 | +$700K | |
| 4 |
GE Vernova
GEV
|
+$609K |
| 5 |
Tesla
TSLA
|
+$598K |
Top Sells
| 1 | +$1.45M | |
| 2 | +$1.2M | |
| 3 | +$1.16M | |
| 4 |
Equinix
EQIX
|
+$1.06M |
| 5 |
Western Midstream Partners
WES
|
+$1.05M |
Sector Composition
| 1 | Energy | 28.27% |
| 2 | Technology | 16.71% |
| 3 | Utilities | 14.81% |
| 4 | Real Estate | 13.64% |
| 5 | Financials | 5.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
INN
301
Summit Hotel Properties
INN
$481M
| – | – |
-6,000
|
|
||
302
Target
TGT
$52.8B
| – | – |
-830
|
|