SOAMC
Spirit of America Management Corp Portfolio holdings
AUM
$472M
1-Year Est. Return
18.98%
1 Year Est. Return
+18.98%
AUM
$499M
AUM Growth
+$19M
(+4%)
Holding
318
Top Buys
| 1 | +$1.88M | |
| 2 | +$1.58M | |
| 3 | +$1.51M | |
| 4 |
OKLO
Oklo
OKLO
|
+$1.46M |
| 5 |
Vistra
VST
|
+$1.24M |
Top Sells
| 1 | +$1.57M | |
| 2 | +$1.43M | |
| 3 | +$1.35M | |
| 4 |
Williams Companies
WMB
|
+$1.26M |
| 5 |
Walmart Inc
WMT
|
+$1.26M |
Sector Composition
| 1 | Energy | 30.7% |
| 2 | Technology | 16.42% |
| 3 | Real Estate | 14.37% |
| 4 | Utilities | 13.49% |
| 5 | Financials | 5.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Conagra Brands
CAG
$8.11B
| – | – |
-1,100
|
|
||
302
Apple Hospitality REIT
APLE
$2.93B
| – | – |
-6,860
|
|
||
303
Crescent Energy
CRGY
$2.75B
| – | – |
-3,000
|
|
||
304
Dow Inc
DOW
$19.6B
| – | – |
-4,083
|
|
||
305
Liberty Energy
LBRT
$3.27B
| – | – |
-4,000
|
|
||
306
Novo Nordisk
NVO
$277B
| – | – |
-500
|
|