SOAMC
Spirit of America Management Corp Portfolio holdings
AUM
$480M
This Quarter Return
-0.87%
1 Year Return
+18.52%
3 Year Return
+78.43%
5 Year Return
+167.35%
10 Year Return
+150.32%
AUM
$277M
AUM Growth
–
Cap. Flow
+$277M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.01%
Holding
277
New
277
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Simon Property Group
SPG
|
$10.2M |
| 2 |
Healthpeak Properties
DOC
|
$6.82M |
| 3 |
Calumet Specialty Products
CLMT
|
$6.1M |
| 4 |
Boston Properties
BXP
|
$5.27M |
| 5 |
Digital Realty Trust
DLR
|
$4.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 38.9% |
| 2 | Energy | 15.4% |
| 3 | Technology | 3.01% |
| 4 | Financials | 2.9% |
| 5 | Healthcare | 2.67% |
