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SFY - ETF AI Analysis

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SFY

Sofi Select 500 Etf (SFY)

Rating:74Outperform
Price Target:
SFY, the SoFi Select 500 ETF, earns a solid overall rating largely because it is heavily invested in leading technology and AI-focused companies like Nvidia and Microsoft, which show strong financial performance and promising long-term growth in areas such as data centers, cloud, and AI. Other major positions like Apple, Alphabet, and Broadcom further support the fund’s quality through strong profitability and strategic investments, though their high valuations and some mixed technical signals add risk. The main risk factor is the ETF’s concentration in a relatively small group of large tech and AI-related stocks, which can increase volatility if growth expectations or market sentiment toward this sector weaken.
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and consumer brands, have shown strong or steady performance, helping support the fund’s returns.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Heavy Concentration in a Few Stocks
A small number of companies make up a large share of the portfolio, which increases the impact if any of these big positions perform poorly.
Very High Technology Exposure
Nearly half of the fund is invested in the technology sector, making the ETF more sensitive to downturns in tech stocks.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering very little exposure to other regions and their potential growth.

SFY vs. SPDR S&P 500 ETF (SPY)

SFY Summary

The SoFi Select 500 ETF (SFY) is a fund that follows the Solactive SoFi US 500 Growth Index, focusing on large, fast-growing U.S. companies. It holds many well-known names like Nvidia, Apple, Microsoft, Amazon, and Alphabet, with a big tilt toward technology stocks. Investors might consider SFY if they want simple, broad exposure to leading growth companies and a way to diversify across many sectors while still aiming for long-term growth. However, because it leans heavily into tech and other growth stocks, its price can swing a lot and may go up and down sharply with the market.
How much will it cost me?The Sofi Select 500 ETF (SFY) has an expense ratio of 0.05%, meaning you’ll pay $0.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically costs less than actively managed funds.
What would affect this ETF?The Sofi Select 500 ETF (SFY), with its strong focus on U.S. large-cap growth stocks, could benefit from advancements in technology and innovation, particularly given its heavy exposure to companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, as growth stocks often perform poorly in such environments, or if regulatory pressures increase on major tech firms. Economic conditions in the U.S., such as inflation or recession risks, could also impact the ETF's performance.

SFY Top 10 Holdings

SFY is riding a powerful Big Tech and semiconductor wave, with Nvidia and Micron doing much of the heavy lifting as AI demand keeps their shares rising over the year, even if the ride has been a bit bumpy lately. Apple is another bright spot, staying firmly in the winner’s circle and helping anchor returns. On the flip side, Microsoft and Meta have been more mixed, occasionally losing steam and tempering overall gains. With nearly all exposure in U.S. large-cap growth and a heavy tilt toward tech, the fund’s fortunes are tightly tied to America’s AI and cloud giants.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia14.39%$93.57M$4.77T5.99%
76
Outperform
Apple5.41%$35.17M$4.99T61.77%
79
Outperform
Microsoft4.06%$26.42M$2.92T-23.91%
79
Outperform
Broadcom4.03%$26.22M$1.81T22.37%
76
Outperform
Micron3.30%$21.45M$926.70B544.06%
79
Outperform
Amazon2.85%$18.55M$2.48T-1.54%
71
Outperform
Eli Lilly & Co2.59%$16.88M$1.15T59.20%
72
Outperform
Alphabet Class A2.13%$13.85M$4.08T71.33%
85
Outperform
Meta Platforms2.07%$13.45M$1.51T-15.76%
76
Outperform
Alphabet Class C2.00%$13.01M$4.08T70.06%
82
Outperform

SFY Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
147.24
Negative
100DMA
140.51
Positive
200DMA
135.88
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SFY, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 146.86, equal to the 50-day MA of 147.24, and equal to the 200-day MA of 135.88, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SFY.

SFY Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$649.06M0.05%
74
Outperform
$908.08M0.56%
66
Neutral
$885.40M0.39%
72
Outperform
$719.41M0.56%
69
Neutral
$568.34M0.39%
74
Outperform
$426.66M0.12%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SFY
Sofi Select 500 Etf
141.57
20.42
16.86%
CNEQ
Alger Concentrated Equity ETF
GFLW
VictoryShares Free Cash Flow Growth ETF
QDVO
Amplify CWP Growth & Income ETF
FLCG
Federated Hermes MDT Large Cap Growth ETF
GGUS
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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