The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
SoFi Select 500 ETF SFY
Morningstar’s Analysis SFY
Will SFY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 15.27 | 135.2 Mil | Technology |
Amazon.com Inc | 8.36 | 74.0 Mil | Consumer Cyclical |
Microsoft Corp | 4.73 | 41.9 Mil | Technology |
Apple Inc | 4.06 | 36.0 Mil | Technology |
Meta Platforms Inc Class A | 2.87 | 25.4 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.81 | 16.0 Mil | Financial Services |
JPMorgan Chase & Co | 1.60 | 14.2 Mil | Financial Services |
Eli Lilly and Co | 1.59 | 14.0 Mil | Healthcare |
Broadcom Inc | 1.41 | 12.5 Mil | Technology |
Alphabet Inc Class A | 1.33 | 11.7 Mil | Communication Services |