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SFYF - ETF AI Analysis
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SoFi Social 50 ETF (SFYF)
Rating:71Outperform
Price Target:―
Positive Factors
Popular Large-Cap Tech and Growth Names
The ETF’s top holdings include many well-known technology and growth companies that have been key drivers of the stock market over recent years.
Sector Diversification Within U.S. Stocks
While tilted toward technology and consumer companies, the fund still spreads assets across several sectors, which helps reduce the impact of weakness in any single industry.
Moderate Expense Ratio
The fund’s fee is not among the highest in the ETF universe, so costs are kept at a reasonable level for investors seeking this specific strategy.
Negative Factors
Recent Weak Performance
The ETF has shown slightly negative results so far this year and over the past month, which may concern investors looking for near-term strength.
Heavy Concentration in a Few Tech Giants
A significant portion of the portfolio is tied up in a small group of large technology and growth stocks, increasing the risk if these popular names struggle.
Almost Entirely U.S.-Focused
With nearly all assets invested in U.S. companies, the fund offers little geographic diversification and is highly exposed to the U.S. market’s ups and downs.
SFYF vs. SPDR S&P 500 ETF (SPY)
AUM36.03M
RegionNorth America
Expense Ratio0.29%
Beta1.41
IssuerSoFi
Inception DateMay 08, 2019
Dividend Yield0.35%
Asset ClassEquity
Index TrackedSoFi Social 50 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,904
30 Day Avg. Volume5,588
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
64.51Price 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’s mostly invested in technology and consumer companies, and includes big names like Tesla and Apple. Someone might consider this ETF if they want a simple way to bet on trendy, fast-moving companies and add growth potential to their portfolio without picking individual stocks. A key risk is that it is heavily tilted toward tech and other hot names, so its price can swing up and down more than the overall market.
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 the social-media favorites wave, with a heavy tilt toward U.S. tech and consumer names. Nvidia and Apple are doing much of the heavy lifting lately, while Meta, Alphabet, and Costco provide a steadier backbone. On the flip side, Tesla looks wobbly and Palantir has been dragging, with Amazon and Microsoft also losing steam in recent months. The result is a U.S.-only fund that’s highly concentrated in Big Tech and high-profile consumer plays, making sentiment swings a big part of the story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tesla | 9.91% | $3.57M | $1.54T | 21.91% | 73 Outperform | |
| Nvidia | 8.30% | $2.99M | $4.57T | 41.20% | 76 Outperform | |
| Amazon | 6.20% | $2.24M | $2.20T | -2.99% | 71 Outperform | |
| Berkshire Hathaway B | 4.66% | $1.68M | $1.08T | 4.06% | 66 Neutral | |
| Apple | 4.24% | $1.53M | $3.88T | 7.75% | 79 Outperform | |
| Microsoft | 3.91% | $1.41M | $2.97T | -2.69% | 79 Outperform | |
| Palantir Technologies | 3.88% | $1.40M | $322.82B | 33.44% | 74 Outperform | |
| Meta Platforms | 3.80% | $1.37M | $1.63T | -4.08% | 76 Outperform | |
| Alphabet Class A | 3.78% | $1.36M | $3.67T | 75.32% | 85 Outperform | |
| Costco | 3.63% | $1.31M | $442.13B | -4.81% | 72 Outperform |
SFYF Technical Analysis
Negative
―
Price Trends
55.44
Negative
55.45
Negative
51.61
Positive
Market Momentum
-0.74
Positive
41.05
Neutral
34.97
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 54.13, equal to the 50-day MA of 55.44, and equal to the 200-day MA of 51.61, indicating a neutral trend. The MACD of -0.74 indicates Positive momentum. The RSI at 41.05 is Neutral, neither overbought nor oversold. The STOCH value of 34.97 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
53.28
10.23
23.76%
BAMD
Brookstone Dividend Stock ETF
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SOVF
Sovereign's Capital Flourish Fund
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STNC
Stance Equity ESG Large Cap Core ETF
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BUZZ
VanEck Social Sentiment ETF
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TMFE
Motley Fool Capital Efficiency 100 Index 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.
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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