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SOAMC
Spirit of America Management Corp Portfolio holdings
AUM
$530M
1-Year Est. Return
36.47%
This Fund
S&P 500
This Quarter
Est. Return
-0.86%
1 Year Est. Return
+36.47%
3 Year Est. Return
+110.36%
5 Year Est. Return
+156.05%
10 Year Est. Return
+243.89%
AUM
$277M
AUM Growth
–
Cap. Flow
+$284M
Cap. Flow
% of AUM
102.6%
Top 10 Holdings %
Top 10 Hldgs %
20.01%
Holding
277
New
277
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Simon Property Group
SPG
|
+$11M |
| 2 |
Healthpeak Properties
DOC
|
+$7.51M |
| 3 |
Calumet Specialty Products
CLMT
|
+$6.02M |
| 4 |
Boston Properties
BXP
|
+$5.43M |
| 5 |
Digital Realty Trust
DLR
|
+$5.22M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 38.9% |
| 2 | Energy | 15.4% |
| 3 | Technology | 3.01% |
| 4 | Financials | 2.9% |
| 5 | Healthcare | 2.67% |
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Spirit of America Management Corp's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Spirit of America Management Corp, which disclosed 277 positions worth $277M. Its ten largest holdings account for 20% of the portfolio.
Its largest position is Simon Property Group: 68,360 shares worth $10.2M.
By sector, the portfolio is most concentrated in Real Estate at 39% of assets, followed by Energy and Technology.
- Spirit of America Management Corp's largest Q2 2013 buy was Simon Property Group: 68,360 shares worth $10.2M.
- Spirit of America Management Corp's ten largest holdings make up 20% of its $277M portfolio in Q2 2013.
- Spirit of America Management Corp disclosed 277 positions in Q2 2013, its first 13F filing on record.
Based on Spirit of America Management Corp's 13F filing for Q2 2013, filed 9 Jul 2013.