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SFYFSoFi Social 50 ETF

Grow my money7y track recordRanked #1,388 of 2,992 in this goal

Tracks the performance of the SoFi Social 50 Index.

By SoFi · Launched 2019

Annual Cost

0.29%

#1,304 of 5,854 · low cost

Fund Size

$42M

#3,817 of 5,854 · mid-size

Return (1Y)Goal

+21.7%

Track Record

7 years

#1,875 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,200+22.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Index tracking

Index tracked

SoFi Social 50 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 52.4% of fundmoderately concentrated

Tesla Inc
9.6%
NVIDIA Corp
7.8%
Amazon.com Inc
6.3%
Berkshire Hathaway Inc
4.7%
Apple Inc
4.3%
Mount Vernon Liquid Assets Portfolio, LLC
4.2%
Palantir Technologies Inc
3.9%
Alphabet Inc
3.9%
Microsoft Corp
3.8%
Meta Platforms Inc
3.8%

Asset allocation

Stocks
100.0%
Cash
0.0%

By sector

Technology
37.7%
Consumer Cyclical
23.3%
Communication
10.9%
Financial Services
8.5%
Consumer Defensive
7.0%
Healthcare
6.0%
Industrials
3.5%
Energy
1.8%
Other
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.5%High

Year-on-year price swings

Max drawdown
-56.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.95Decent risk-adjusted returns
Sortino (3Y)
1.39Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the performance of the SoFi Social 50 Index.
Strategy
Uses a passive management approach to track the performance of the SoFi Social 50 Index, which includes the 50 most widely held U.S.-listed equity securities in SoFi Accounts. The Fund generally invests in all component securities of the Index using a replication strategy, with at least 80% of total assets in Index components.
Inception date
May 7, 2019
Fund family
SoFi

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Data updated on 2026-08-03