Morningstar

SoFi Social 50 ETF SFYF

Morningstar Medalist Rating
Medalist Rating as of | See Sofi Investment Hub

Morningstar’s Analysis SFYF

Will SFYF outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFYF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SFYF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SFYF’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SoFi Social 50 ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SFYF

More SFYF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tesla Inc

8.94 4M
Consumer Cyclical

Amazon.com Inc

8.86 4M
Consumer Cyclical

NVIDIA Corp

7.42 3M
Technology

Palantir Technologies Inc Ordinary Shares - Class A

4.42 2M
Technology

Apple Inc

4.42 2M
Technology

Berkshire Hathaway Inc Class B

4.21 2M
Financial Services

Microsoft Corp

4.13 2M
Technology

Alphabet Inc Class A

3.81 2M
Communication Services

Advanced Micro Devices Inc

3.31 1M
Technology

Meta Platforms Inc Class A

3.23 1M
Communication Services

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