SOAMC
Spirit of America Management Corp Portfolio holdings
AUM
$472M
1-Year Est. Return
18.98%
This Fund
S&P 500
1 Year Est. Return
+18.98%
AUM
$499M
AUM Growth
+$19M
(+4%)
Holding
318
Top Buys
| 1 | +$1.85M | |
| 2 | +$1.55M | |
| 3 | +$1.28M | |
| 4 |
Vistra
VST
|
+$1.26M |
| 5 |
OKLO
Oklo
OKLO
|
+$1.02M |
Top Sells
| 1 | +$1.46M | |
| 2 | +$1.42M | |
| 3 | +$1.42M | |
| 4 |
Walmart Inc
WMT
|
+$1.21M |
| 5 |
Williams Companies
WMB
|
+$1.17M |
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
Dow Inc
DOW
$22B
| – | – |
-4,083
|
|
||
|
XRN
302
Chiron Real Estate Inc.
XRN
$464M
| – | – |
-3,000
|
|
||
|
HES
303
DELISTED
Hess
HES
| – | – |
-1,950
|
|
||
304
Liberty Energy
LBRT
$4.62B
| – | – |
-4,000
|
|
||
305
Novo Nordisk
NVO
$168B
| – | – |
-500
|
|
||
306
Centene
CNC
$21.9B
| – | – |
-7,300
|
|