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
$683M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Sells

1 +$5.79M
2 +$1.49M
3 +$1.13M
4
AVB icon
AvalonBay Communities
AVB
+$969K
5
KRC icon
Kilroy Realty
KRC
+$837K

Sector Composition

1 Energy 47.71%
2 Real Estate 16.84%
3 Financials 3.04%
4 Technology 1.82%
5 Healthcare 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$111K 0.02%
+3,780
302
$110K 0.02%
4,250
303
$107K 0.02%
4,000
304
$107K 0.02%
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305
$107K 0.02%
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306
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4,000
307
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+2,000
308
$99K 0.01%
4,000
309
$96K 0.01%
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310
$94K 0.01%
3,601
311
$83K 0.01%
3,000
312
$80K 0.01%
3,000
313
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3,000
314
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$66K 0.01%
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2,500
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2,500
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2,000
325
$57K 0.01%
2,000