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.

Weakness in SoFi Social 50 ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 58.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tesla Inc

11.55 2.1 Mil
Consumer Cyclical

NVIDIA Corp

9.59 1.8 Mil
Technology

Palantir Technologies Inc Ordinary Shares - Class A

5.36 985,986
Technology

Alphabet Inc Class A

5.01 921,628
Communication Services

Apple Inc

4.79 880,740
Technology

Amazon.com Inc

4.77 877,987
Consumer Cyclical

Microsoft Corp

4.77 877,382
Technology

Meta Platforms Inc Class A

4.62 850,646
Communication Services

Advanced Micro Devices Inc

3.90 717,194
Technology

Berkshire Hathaway Inc Class B

3.78 694,993
Financial Services

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