Skip to Content

SoFi Select 500 ETF SFY

Medalist Rating as of | See Sofi Investment Hub

Morningstar’s Analysis SFY

Will SFY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

SoFi Select 500 ETF retains its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SFY

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.39 49.1 Mil
Consumer Cyclical

Microsoft Corp

4.94 32.8 Mil
Technology

Apple Inc

4.34 28.8 Mil
Technology

NVIDIA Corp

2.97 19.8 Mil
Technology

Tesla Inc

2.77 18.4 Mil
Consumer Cyclical

Salesforce Inc

1.63 10.8 Mil
Technology

Exxon Mobil Corp

1.61 10.7 Mil
Energy

Broadcom Inc

1.39 9.2 Mil
Technology

Meta Platforms Inc Class A

1.36 9.0 Mil
Communication Services

Alphabet Inc Class C

1.32 8.8 Mil
Communication Services