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
$367M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$547K
3
+$525K
4
AMZN icon
Amazon
AMZN
+$457K
5
AMT icon
American Tower
AMT
+$399K

Top Sells

1
+$2.08M
2
+$1.53M
3
+$1.52M
4
ET icon
Energy Transfer Partners
ET
+$1.32M
5
KMI icon
Kinder Morgan
KMI
+$1.31M

Sector Composition

1 Energy 37.51%
2 Real Estate 21.59%
3 Technology 11.01%
4 Utilities 6.01%
5 Financials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$112K 0.03%
1,300
+750
202
$110K 0.03%
3,204
203
$104K 0.03%
10,810
-28,100
204
$91K 0.02%
1,400
205
$89K 0.02%
+2,200
206
$82K 0.02%
3,400
-500
207
$82K 0.02%
+10,300
208
$72K 0.02%
4,000
209
$72K 0.02%
3,400
210
$60K 0.02%
1,000
211
$56K 0.02%
1,100
212
$56K 0.02%
4,044
213
$55K 0.02%
2,000
214
$37K 0.01%
3,900
-5,000
215
$37K 0.01%
1,012
+12
216
$35K 0.01%
+500
217
$33K 0.01%
1,000
218
$30K 0.01%
1,000
219
$28K 0.01%
540
220
$28K 0.01%
150
221
$27K 0.01%
+1,500
222
$26K 0.01%
+1,500
223
$20K 0.01%
528
224
$17K ﹤0.01%
500
225
$15K ﹤0.01%
764
6 7 8
9
10