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
$494M
AUM Growth
-$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$2.28M
2 +$393K
3 +$380K
4
NEE icon
NextEra Energy
NEE
+$369K
5
SOBO
South Bow Corp
SOBO
+$348K

Top Sells

1 +$2.59M
2 +$2.59M
3 +$2.41M
4
OKE icon
Oneok
OKE
+$2.26M
5
XOM icon
Exxon Mobil
XOM
+$1.8M

Sector Composition

1 Energy 41.76%
2 Real Estate 14.64%
3 Technology 14.05%
4 Utilities 6.88%
5 Financials 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-15,000