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
$767M
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$9.78M
2 +$4.13M
3 +$4.02M
4
PAA icon
Plains All American Pipeline
PAA
+$3.98M
5
KMI icon
Kinder Morgan
KMI
+$3.74M

Sector Composition

1 Energy 49.68%
2 Real Estate 14.52%
3 Financials 2.92%
4 Industrials 2.47%
5 Technology 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$104K 0.01%
+2,700
327
$103K 0.01%
4,000
328
$103K 0.01%
4,000
329
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2,000
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$96K 0.01%
+7,148
331
$83K 0.01%
3,000
332
$81K 0.01%
3,000
333
$76K 0.01%
3,500
334
$69K 0.01%
2,500
335
$68K 0.01%
2,500
336
$68K 0.01%
2,500
337
$67K 0.01%
2,640
338
$66K 0.01%
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339
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340
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2,500
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$52K 0.01%
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$52K 0.01%
2,000