SPIRIT OF AMERICA Overview
Spirit Of America Management Corp is an investment advisor that manages 698 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/02 to 06/30/20. The fund's latest filing disclosed 390MM in positions, representing 56% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/02 to 06/30/20. The fund's latest filing disclosed 390MM in positions, representing 56% of the manager's regulatory AUM.
SPIRIT OF AMERICA StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SPIRIT OF AMERICA Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KMI | 3.55% | Energy | -13.64% | -0.04% | 0 | 12% | ||
| EPD | 3.21% | Energy | -8.02% | 0.12% | 0 | 9% | ||
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FEATURED IN
SPIRIT OF AMERICA Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David Lerner | President;Director | May-1997 |
| Alan P. Chodosh | Treasurer | June-2003 |
| Joseph C. Pickard | Chief Compliance Officer | August-2007 |
SPIRIT OF AMERICA Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SPIRIT OF AMERICA Investment Strategy
SPIRIT OF AMERICA Portfolio Concentration
SPIRIT OF AMERICA Location
477 JERICHO TURNPIKE
SYOSSET, New York
UNITED STATES, 11791-9006
SYOSSET, New York
UNITED STATES, 11791-9006
SPIRIT OF AMERICA Contact Information
Phone Number: 516-390-5571
Fax Number: 516-921-1546
Website: null
Fax Number: 516-921-1546
Website: null
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