The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
SoFi Select 500 ETF SFY
Morningstar’s Analysis SFY
Will SFY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amazon.com Inc | 7.75 | 53.2 Mil | Consumer Cyclical |
Microsoft Corp | 4.96 | 34.1 Mil | Technology |
Apple Inc | 4.05 | 27.8 Mil | Technology |
NVIDIA Corp | 3.28 | 22.5 Mil | Technology |
Tesla Inc | 2.07 | 14.3 Mil | Consumer Cyclical |
Exxon Mobil Corp | 1.86 | 12.8 Mil | Energy |
Alphabet Inc Class C | 1.53 | 10.5 Mil | Communication Services |
Alphabet Inc Class A | 1.51 | 10.4 Mil | Communication Services |
Salesforce Inc | 1.50 | 10.3 Mil | Technology |
Meta Platforms Inc Class A | 1.43 | 9.8 Mil | Communication Services |