SOAMC

Spirit of America Management Corp Portfolio holdings

AUM $472M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$449K
2 +$426K
3 +$397K
4
IDA icon
Idacorp
IDA
+$342K
5
CEG icon
Constellation Energy
CEG
+$318K

Top Sells

1 +$4.22M
2 +$2.54M
3 +$2.46M
4
XOM icon
Exxon Mobil
XOM
+$2.33M
5
ET icon
Energy Transfer Partners
ET
+$2.3M

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
$8.09K ﹤0.01%
1,000
302
$185 ﹤0.01%
4
303
-1,500
304
-1,800