SFYF - ETF AI Analysis

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SoFi Social 50 ETF (SFYF)

Rating:70Neutral

Price Target:―

The SoFi Social 50 ETF (SFYF) has a solid overall rating, reflecting a mix of strong performers and some weaker contributors. Top holdings like Nvidia and Alphabet significantly boost the fund’s rating due to their robust financial performance and strategic focus on AI and cloud services, which position them well for long-term growth. However, holdings such as Berkshire Hathaway and Palantir slightly weigh down the rating due to bearish technical trends and valuation concerns. A key risk factor is the ETF's concentration in high-growth tech stocks, which may expose it to volatility during market downturns.

Positive Factors

Strong Top Holdings

Several key positions, such as Nvidia, Palantir, and Advanced Micro Devices, have delivered strong year-to-date performance, driving the fund’s returns.

Sector Diversification

The ETF invests across multiple sectors, including technology, consumer cyclical, and communication services, reducing reliance on any single industry.

Low Expense Ratio

The fund has a relatively low expense ratio, making it cost-effective compared to many actively managed funds.

Negative Factors

High Technology Concentration

Over 37% of the portfolio is allocated to technology, increasing vulnerability to sector-specific downturns.

Limited Geographic Exposure

The ETF is heavily concentrated in U.S. companies, offering little diversification across global markets.

Mixed Performance Among Holdings

While some holdings have performed well, others like Amazon and Apple have shown weaker year-to-date returns, potentially dragging overall performance.

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

AUM40.78M

RegionNorth America

Expense Ratio0.29%

Beta1.42

IssuerSoFi

Inception DateMay 08, 2019

Dividend Yield0.27%

Asset ClassEquity

Index TrackedSoFi Social 50 Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume3,578

30 Day Avg. Volume6,853

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

63.53

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering51

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SFYF Summary

The SoFi Social 50 ETF (SFYF) is an investment fund that tracks the SoFi Social 50 Index, which includes the 50 most popular U.S. stocks among social media's financial community. This ETF focuses on the total market and features well-known companies like Tesla and Nvidia. It’s a great option for investors looking to diversify their portfolio or tap into trending stocks driven by online discussions. However, since it relies heavily on social media sentiment, its performance can be volatile and may fluctuate with market trends and online hype.

How much will it cost me?The SoFi Social 50 ETF (SFYF) has an expense ratio of 0.29%, meaning you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to track popular stocks based on social media trends. Its unique strategy requires more management compared to passively managed funds.

What would affect this ETF?The SoFi Social 50 ETF (SFYF) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as increased consumer spending that supports companies in the consumer cyclical sector. However, it may face challenges if interest rates rise, potentially impacting high-growth tech stocks, or if regulatory scrutiny increases on major social media-driven investment trends. The ETF's focus on U.S.-based companies also ties its performance closely to the health of the U.S. economy.

SFYF Top 10 Holdings

The SoFi Social 50 ETF leans heavily into technology and consumer cyclical sectors, with names like Tesla and Nvidia driving its tech-heavy focus. Tesla has shown mixed momentum, with recent gains offset by short-term dips, while Nvidia’s strong year-to-date performance is tempered by inventory challenges. Alphabet is a bright spot, rising steadily on AI and cloud growth, while Meta is lagging, weighed down by bearish sentiment and regulatory hurdles. With a U.S.-centric portfolio, this fund captures the pulse of social media favorites but remains vulnerable to tech sector volatility.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
TSLA	Tesla	9.60%	$3.92M	$1.43T	20.46%	73 Outperform
NVDA	Nvidia	7.74%	$3.16M	$4.37T	29.78%	76 Outperform
AMZN	Amazon	6.04%	$2.46M	$2.50T	11.00%	71 Outperform
GOOGL	Alphabet Class A	5.05%	$2.06M	$3.80T	83.62%	80 Outperform
AAPL	Apple	4.57%	$1.87M	$4.18T	18.16%	80 Outperform
BRK.B	Berkshire Hathaway B	4.53%	$1.85M	$1.10T	8.16%	66 Neutral
META	Meta Platforms	4.43%	$1.81M	$1.62T	8.10%	71 Outperform
MSFT	Microsoft	4.20%	$1.71M	$3.62T	12.88%	73 Outperform
AMD	Advanced Micro Devices	3.76%	$1.53M	$357.78B	54.70%	74 Outperform
PLTR	Palantir Technologies	3.73%	$1.52M	$399.20B	136.03%	69 Neutral

SFYF Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

55.38

Positive

100DMA

52.75

Positive

200DMA

47.29

Positive

Market Momentum

MACD

-0.16

Negative

RSI

53.59

Neutral

STOCH

97.13

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SFYF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.12, equal to the 50-day MA of 55.38, and equal to the 200-day MA of 47.29, indicating a bullish trend. The MACD of -0.16 indicates Negative momentum. The RSI at 53.59 is Neutral, neither overbought nor oversold. The STOCH value of 97.13 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SFYF.

SFYF Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SFYF	―	―	$40.78M	0.29%	―
BAMD	―	―	$99.71M	0.89%	―
RVER	―	―	$99.40M	0.66%	―
YALL	―	―	$99.26M	0.65%	―
TMFE	―	―	$99.25M	0.50%	―
LCAP	―	―	$99.20M	0.29%	―

Performance Comparison

SFYF

SoFi Social 50 ETF

55.64

12.64

29.40%

BAMD

Brookstone Dividend Stock ETF

―

RVER

Trenchless Fund ETF

―

YALL

God Bless America ETF

―

TMFE

Motley Fool Capital Efficiency 100 Index ETF

―

LCAP

Principal Capital Appreciation Select 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.

Disclaimer

This 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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