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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.

SoFi Social 50 ETF retains 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 55.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.15 1.5 Mil
Technology

Tesla Inc

9.52 1.4 Mil
Consumer Cyclical

Alphabet Inc Class A

5.17 775,860
Communication Services

Apple Inc

5.10 765,428
Technology

Amazon.com Inc

5.05 758,945
Consumer Cyclical

Microsoft Corp

4.97 746,659
Technology

Meta Platforms Inc Class A

4.77 716,656
Communication Services

Palantir Technologies Inc Ordinary Shares - Class A

4.00 600,431
Technology

Advanced Micro Devices Inc

3.75 562,793
Technology

Coinbase Global Inc Ordinary Shares - Class A

3.37 505,497
Financial Services