SOAMC
Spirit of America Management Corp Portfolio holdings
AUM
$499M
1-Year Est. Return
22.08%
1 Year Est. Return
+22.08%
AUM
$499M
AUM Growth
+$19M
(+4%)
Holding
318
Top Buys
| 1 | +$1.88M | |
| 2 | +$1.58M | |
| 3 | +$1.51M | |
| 4 |
OKLO
Oklo
OKLO
|
+$1.46M |
| 5 |
Vistra
VST
|
+$1.24M |
Top Sells
| 1 | +$1.57M | |
| 2 | +$1.43M | |
| 3 | +$1.35M | |
| 4 |
Williams Companies
WMB
|
+$1.26M |
| 5 |
Walmart
WMT
|
+$1.26M |
Sector Composition
| 1 | Energy | 30.7% |
| 2 | Technology | 16.42% |
| 3 | Real Estate | 14.37% |
| 4 | Utilities | 13.49% |
| 5 | Financials | 5.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GMRE
301
Global Medical REIT
GMRE
$428M
| – | – |
-3,000
|
|
||
302
Dow Inc
DOW
$15.5B
| – | – |
-4,083
|
|
||
303
Crescent Energy
CRGY
$2.1B
| – | – |
-3,000
|
|
||
304
Centene
CNC
$17.3B
| – | – |
-7,300
|
|
||
305
Conagra Brands
CAG
$8.88B
| – | – |
-1,100
|
|
||
306
Apple Hospitality REIT
APLE
$2.74B
| – | – |
-6,860
|
|