SoFi Select 500 ETF (SFY)
ARCA ARCA Primary 
CXA Summary
SFY Chart
Is SoFi Select 500 ETF (SFY) a Strong ETF Right Now?
Making its debut on 04/11/2019, smart beta exchange traded fund SoFi Select 500 ETF (SFY) provides investors broad exposure to the Style Box - Large Cap Growth category of the market.
Should SoFi Select 500 ETF (SFY) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the SoFi Select 500 ETF (SFY), a passively managed exchange traded fund launched on April 11, 2019.
SFY: Strong Growth For Now, But I'm Questioning Its Durability
SoFi Select 500 ETF maintains a 'hold' rating, reflecting strong GARP and quality but concerns about growth durability stemming from its methodology. SFY's Index captures a stock's historical one-year sales and earnings growth plus its one-year earnings growth estimates. Those are short-term metrics, meaning there is no adequate test for durability. This could negatively impact shareholders in fast-changing markets. The strategy doesn't protect against overweighting cyclical stocks with poor long-term growth rates but strong short-term growth rates.
SoFi Select 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 20 | $2,940.4 | $3,057.72 | $117.32 | 3.99% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 49 | $4,994.08 | $7,457.06 | $2,462.98 | 49.32% |
 Candice Gilman Sofi Wealth LLC | 1.83M | $203.43M | $278.86M | $75.44M | 37.08% |
 Lukas Lindgren Abound Wealth Management | 41 | $4,850.69 | $6,288.37 | $1,437.68 | 29.64% |
 Bradley H. Owens LJI Wealth Management, LLC | 2,295 | $271,108 | $349,264.57 | $78,156.57 | 28.83% |
SoFi Select 500 ETF (SFY) FAQ
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SoFi Select 500 ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates within the financial sector, managing a fund that aims to replicate the performance of 500 of the largest U.S.-listed companies. This is accomplished through a rules-based methodology, where investments are weighted based on a proprietary mix of market capitalization and fundamental factors. They ensure that a minimum of 80% of the fund's total assets are consistently invested in the index's component securities, not including any collateral held from securities lending. This approach indicates the company's dedication to providing stable exposure to major U.S. companies, aiming for investment returns that closely match the index's performance.
Products and Services
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Rules-Based Index Fund
An investment product that tracks the performance of 500 large U.S.-listed companies, using a specific methodology. This fund is designed for investors seeking exposure to a broad cross-section of U.S. companies, adhering to a strategy that combines market capitalization and fundamental factors for weighting investments.
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Market Capitalization & Fundamental Factors Investing
This unique approach to investment allows for a balanced consideration of each company's size (market cap) along with fundamental financial factors. Such a methodology aims to potentially enhance returns by not solely relying on market cap as a determinant for investment weighting.
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Securities Lending Program
A part of the fund's operations that involves lending out securities to gain additional income, which may help improve overall fund performance. It's worth noting that any collateral obtained through this program does not count towards the 80% investment minimum in index components, ensuring the fund remains focused on its primary investment strategy.
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