SOAMC

Spirit of America Management Corp Portfolio holdings

AUM $507M
1-Year Est. Return 31.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1 +$591K
2 +$397K
3 +$385K
4
CEG icon
Constellation Energy
CEG
+$348K
5
VST icon
Vistra
VST
+$310K

Top Sells

1 +$3.56M
2 +$1.69M
3 +$1.37M
4
MPC icon
Marathon Petroleum
MPC
+$1.34M
5
WMB icon
Williams Companies
WMB
+$1.15M

Sector Composition

1 Energy 43.09%
2 Real Estate 15.37%
3 Technology 13.82%
4 Utilities 5.8%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-1,571
302
-4,781