SoFi Select 500 ETF (SFY)
ARCA ARCA Primary 
CXA Summary
SFY Chart
SFY: Strong GARP And Quality Features For This Low-Cost Growth ETF
SoFi Select 500 ETF maintains a 'hold' rating, reflecting strong fundamentals but limited differentiation from SPY. SFY offers superior growth, value, and quality metrics versus SPY and QQQ, driven largely by an overweight to NVIDIA Corporation. Reliance on one-year growth screens and concentrated exposure to Nvidia introduces heightened risk, especially if tech valuations reset.
Is SoFi Select 500 ETF (SFY) a Strong ETF Right Now?
The SoFi Select 500 ETF (SFY) made its debut on 04/11/2019, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Growth category of the market.
Should SoFi Select 500 ETF (SFY) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the SoFi Select 500 ETF (SFY) is a passively managed exchange traded fund launched on April 11, 2019.
SoFi Select 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Adam K. Wright Kathleen S. Wright Associates Inc. | 49 | $4,994.08 | $7,297.32 | $2,303.24 | 46.12% |
 Candice Gilman Sofi Wealth LLC | 1.75M | $192.86M | $259.1M | $66.24M | 34.35% |
 Lukas Lindgren Abound Wealth Management | 42 | $4,968.83 | $6,236.16 | $1,267.33 | 25.51% |
 Alexandra Stickelman Root Financial Partners, LLC | 207 | $27,323.37 | $30,536.64 | $3,213.27 | 11.76% |
 Bradley H. Owens LJI Wealth Management, LLC | 2,295 | $271,108 | $338,489.55 | $67,381.55 | 24.85% |
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.
