SFYF - ETF AI Analysis
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SoFi Social 50 ETF (SFYF)
Rating:71Outperform
Price Target:―
Positive Factors
Recent Short-Term Momentum
The ETF has shown strong gains over the past month, suggesting improving short-term performance.
Exposure to Leading Growth Companies
Many of the top holdings are large, well-known technology and consumer companies that have delivered solid or strong gains this year, which can support the fund’s overall returns.
Sector Diversification Across Growth Areas
Holdings spread across technology, consumer cyclical, communication services, and several other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Heavy Concentration in a Few Stocks
A small number of large positions make up a big share of the portfolio, so poor performance in these names can significantly hurt the fund.
Mixed Performance Among Top Holdings
Several major positions, including some of the largest weights, have shown weak or negative performance this year, which can drag on overall returns.
Almost Entirely U.S.-Focused
With nearly all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market’s ups and downs.
SFYF vs. SPDR S&P 500 ETF (SPY)
AUM43.47M
RegionNorth America
Expense Ratio0.29%
Beta1.39
IssuerSoFi
Inception DateMay 08, 2019
Dividend Yield0.28%
Asset ClassEquity
Index TrackedSoFi Social 50 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,754
30 Day Avg. Volume4,174
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
72.13Price 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 influential investors are talking about on social media. It holds many big, well-known names like Tesla, Nvidia, Amazon, Apple, and Microsoft, with a heavy tilt toward technology and consumer companies. Someone might invest in this ETF to try to benefit from fast-moving, trendy stocks and to get instant diversification across many leading U.S. companies. However, it is heavily exposed to tech and growth stocks, so its price can swing up and down a lot 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 riding a powerful tech wave, with chip makers like AMD and Micron surging and doing much of the heavy lifting, while Nvidia and Apple add steady strength to the mix. Amazon has also been a solid contributor, reflecting renewed enthusiasm for e-commerce and cloud. On the flip side, Tesla looks choppy and Palantir is dragging the fund, and even Microsoft and Berkshire Hathaway have been more sluggish than usual. Overall, this is a U.S.-only fund heavily tilted toward high-flying technology and consumer names, making it both exciting and volatile.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tesla | 10.48% | $4.40M | $1.66T | 25.78% | 73 Outperform | |
| Nvidia | 7.95% | $3.33M | $5.18T | 56.25% | 76 Outperform | |
| Amazon | 6.29% | $2.64M | $2.95T | 32.01% | 71 Outperform | |
| Advanced Micro Devices | 4.99% | $2.09M | $844.80B | 366.09% | 73 Outperform | |
| Apple | 4.16% | $1.75M | $4.59T | 55.37% | 79 Outperform | |
| Micron | 4.16% | $1.74M | $1.04T | 927.95% | 79 Outperform | |
| Microsoft | 3.90% | $1.64M | $3.17T | -2.20% | 79 Outperform | |
| Alphabet Class A | 3.90% | $1.63M | $4.70T | 121.46% | 85 Outperform | |
| Berkshire Hathaway B | 3.85% | $1.62M | $1.03T | -5.85% | 66 Neutral | |
| Palantir Technologies | 3.80% | $1.59M | $343.63B | 18.79% | 74 Outperform |
SFYF Technical Analysis
Positive
―
Price Trends
57.33
Positive
55.82
Positive
55.13
Positive
Market Momentum
1.89
Negative
75.65
Negative
99.90
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 62.05, equal to the 50-day MA of 57.33, and equal to the 200-day MA of 55.13, indicating a bullish trend. The MACD of 1.89 indicates Negative momentum. The RSI at 75.65 is Negative, neither overbought nor oversold. The STOCH value of 99.90 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
Performance Comparison
SFYF
SoFi Social 50 ETF
65.26
21.08
47.71%
YALL
God Bless America ETF
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BAMD
Brookstone Dividend Stock ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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FFTY
Innovator IBD 50 ETF
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SOVF
Sovereign's Capital Flourish Fund
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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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