SOAMC
Spirit of America Management Corp Portfolio holdings
AUM
$472M
1-Year Est. Return
18.98%
1 Year Est. Return
+18.98%
AUM
$472M
AUM Growth
-$27M
(-5.4%)
Holding
314
Top Buys
| 1 | +$724K | |
| 2 | +$720K | |
| 3 | +$675K | |
| 4 |
GE Vernova
GEV
|
+$654K |
| 5 |
Tesla
TSLA
|
+$607K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$1.23M | |
| 3 | +$1.16M | |
| 4 |
Plains All American Pipeline
PAA
|
+$1.1M |
| 5 |
Western Midstream Partners
WES
|
+$1.07M |
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 | |
|---|---|---|---|---|---|---|
301
Delek Logistics
DKL
$2.55B
| – | – |
-2,000
|
|
||
302
Empire State Realty Trust
ESRT
$1.12B
| – | – |
-1,000
|
|