SFYF - ETF AI Analysis
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SoFi Social 50 ETF (SFYF)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has worked well in the recent market environment.
Leading Tech Growth Stocks in Top Holdings
Several major technology names in the top positions, such as Nvidia, Apple, Alphabet, and AMD, have shown strong performance and helped drive the fund’s returns.
Broad Sector Mix Across the U.S. Market
Holdings spread across technology, consumer, communication, financials, and other sectors provide diversification that can help reduce the impact of weakness in any single industry.
Negative Factors
Heavy Concentration in a Few Volatile Stocks
A small group of companies like Tesla, Nvidia, Amazon, and AMD make up a large share of the portfolio, which increases the fund’s sensitivity to big price swings in those names.
Several Top Holdings Have Weak Recent Performance
Key positions such as Tesla, Palantir, Microsoft, Rivian, and Berkshire Hathaway have been lagging this year, which can drag on the ETF’s momentum even as other holdings do well.
Almost Entirely Exposed to the U.S. Market
With nearly all assets in U.S. companies, the fund offers little geographic diversification and is highly dependent on the health of the U.S. economy and stock market.
SFYF vs. SPDR S&P 500 ETF (SPY)
AUM40.97M
RegionNorth America
Expense Ratio0.29%
Beta1.40
IssuerSoFi
Inception DateMay 08, 2019
Dividend Yield0.37%
Asset ClassEquity
Index TrackedSoFi Social 50 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,028
30 Day Avg. Volume3,848
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
78.96Price 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) tracks the SoFi Social 50 Index, which picks 50 popular U.S. stocks based on what’s trending among investors on social media. It’s heavily invested in technology and consumer companies, with big names like Amazon and Tesla among its top holdings. Someone might consider this ETF if they want a simple way to invest in a basket of well-known, buzzworthy stocks for potential growth and diversification. However, because it leans toward tech and trend-driven names, its price can be quite volatile and may rise or fall quickly with market and social media sentiment.
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
SFYF is heavily tilted toward U.S. tech and consumer names, with a social-media twist. Chip makers like Micron and AMD are the current engine, rising on the back of AI enthusiasm and giving the fund much of its recent spark. Nvidia and Alphabet are still solid pillars, though their momentum has turned a bit choppier. On the flip side, Tesla is losing steam and Microsoft has been dragging, tempering overall gains. With all holdings U.S.-listed and several mega-cap tech names in the mix, the fund is fairly concentrated in a few market darlings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amazon | 9.00% | $3.63M | $2.66T | 7.25% | 71 Outperform | |
| Tesla | 8.58% | $3.46M | $1.42T | 12.46% | 73 Outperform | |
| Nvidia | 7.39% | $2.98M | $5.02T | 24.17% | 76 Outperform | |
| Palantir Technologies | 4.50% | $1.82M | $318.03B | -19.44% | 74 Outperform | |
| Apple | 4.40% | $1.77M | $4.81T | 52.18% | 79 Outperform | |
| Berkshire Hathaway B | 4.26% | $1.72M | $1.06T | 1.40% | 66 Neutral | |
| Microsoft | 4.20% | $1.70M | $2.95T | -22.84% | 79 Outperform | |
| Alphabet Class A | 3.84% | $1.55M | $4.22T | 79.83% | 85 Outperform | |
| Advanced Micro Devices | 3.38% | $1.36M | $887.75B | 248.14% | 73 Outperform | |
| Rivian Automotive | 3.20% | $1.29M | $25.71B | 25.78% | 61 Neutral |
SFYF Technical Analysis
Negative
―
Price Trends
61.94
Negative
58.30
Positive
56.78
Positive
Market Momentum
-0.38
Positive
37.80
Neutral
28.84
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SFYF, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 61.20, equal to the 50-day MA of 61.94, and equal to the 200-day MA of 56.78, indicating a neutral trend. The MACD of -0.38 indicates Positive momentum. The RSI at 37.80 is Neutral, neither overbought nor oversold. The STOCH value of 28.84 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SFYF.
SFYF Peer Comparison
Comparison Results
Performance Comparison
SFYF
SoFi Social 50 ETF
58.79
10.23
21.07%
BAMD
Brookstone Dividend Stock ETF
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SOVF
Sovereign's Capital Flourish Fund
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BUZZ
VanEck Social Sentiment ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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ABLD
Abacus FCF Real Assets Leaders ETF
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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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