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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 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.

Despite People Pillar weakness and an Average Process Pillar, SoFi Social 50 ETF gets enough right to retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 56.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tesla Inc

11.25 1.9 Mil
Consumer Cyclical

NVIDIA Corp

9.01 1.5 Mil
Technology

Apple Inc

5.12 873,005
Technology

Rivian Automotive Inc Class A

4.96 845,325
Consumer Cyclical

Amazon.com Inc

4.82 822,274
Consumer Cyclical

Palantir Technologies Inc Ordinary Shares - Class A

4.78 814,558
Technology

Microsoft Corp

4.64 791,613
Technology

Alphabet Inc Class A

4.56 778,019
Communication Services

Meta Platforms Inc Class A

4.06 691,904
Communication Services

Berkshire Hathaway Inc Class B

3.75 639,103
Financial Services