SOAMC
Spirit of America Management Corp Portfolio holdings
AUM
$499M
1-Year Est. Return
22.08%
1 Year Est. Return
+22.08%
AUM
$480M
AUM Growth
-$14.3M
(-2.9%)
Holding
316
Top Buys
| 1 | +$577K | |
| 2 | +$453K | |
| 3 | +$415K | |
| 4 |
Constellation Energy
CEG
|
+$387K |
| 5 |
Idacorp
IDA
|
+$341K |
Top Sells
| 1 | +$4.49M | |
| 2 | +$2.72M | |
| 3 | +$2.59M | |
| 4 |
Energy Transfer Partners
ET
|
+$2.39M |
| 5 |
Exxon Mobil
XOM
|
+$2.35M |
Sector Composition
| 1 | Energy | 34.78% |
| 2 | Real Estate | 15.2% |
| 3 | Technology | 15.13% |
| 4 | Utilities | 10.43% |
| 5 | Financials | 4.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Empire State Realty Trust
ESRT
$1.22B
| $8.09K | ﹤0.01% |
1,000
|
|
||
302
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
| $185 | ﹤0.01% |
4
|
|
||
303
Colgate-Palmolive
CL
$62.9B
| – | – |
-1,500
|
|
||
304
Lamb Weston
LW
$7.94B
| – | – |
-1,800
|
|