SFYI - ETF AI Analysis
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SoFi Social 50 Income ETF (SFYI)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Growth-Oriented Top Holdings
Several major positions like Nvidia, Apple, Amazon, Micron, and Alphabet have shown strong performance this year, helping support the fund’s returns.
Broad Sector Mix
The ETF spreads its investments across technology, consumer, financial, health care, and other sectors, which can help reduce the impact of weakness in any single industry.
Income Focus with Large, Established Companies
Holdings such as Berkshire Hathaway and Microsoft are well-known, established businesses that can provide a more stable base within this income-focused strategy.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which means more of your potential return is eaten up by costs each year.
Concentration in a Few Volatile Names
A significant portion of the portfolio is tied up in a small number of volatile stocks like Tesla and AMD, increasing the risk if these companies struggle.
Weak Recent Overall Performance
The ETF’s returns over the past month and year to date have been slightly negative, suggesting recent performance has been soft despite some strong individual holdings.
SFYI vs. SPDR S&P 500 ETF (SPY)
AUM2.24M
RegionNorth America
Expense Ratio0.72%
Beta1.45
IssuerSoFi
Inception DateJul 07, 2026
Dividend Yield1.98%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,315
30 Day Avg. Volume2,397
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
30.39Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SFYI Summary
The SoFi Social 50 Income ETF (SFYI) is an actively managed fund that invests mainly in U.S. companies that are popular with everyday investors, following the SoFi Social 50 theme. It focuses on a mix of sectors, with a big tilt toward technology and consumer companies. Well-known holdings include Tesla, Amazon, Apple, and Microsoft. SFYI aims to offer both growth and regular income by using options strategies to generate extra cash flow. A key risk is that it is heavily exposed to tech and other trendy stocks, so its value can move up and down sharply with market sentiment.
How much will it cost me?This ETF has an expense ratio of 0.72%, which means you’ll pay about $7.20 per year for every $1,000 invested. That’s higher than the average ETF cost because it’s actively managed and uses options strategies to try to boost income, which generally makes it more expensive to run than a simple index-tracking fund.
What would affect this ETF?This ETF is heavily tilted toward U.S. technology and consumer companies like Tesla, Amazon, Nvidia, and Apple, so it could benefit if innovation, consumer spending, and overall stock market sentiment stay strong, especially among retail investors who favor these names. On the downside, higher interest rates, weaker economic growth, or a shift away from popular tech and growth stocks could hurt performance, and its options strategies may limit gains or add risk during sharp market swings.
SFYI Top 10 Holdings
SFYI is leaning heavily into U.S. Big Tech and chipmakers, with Nvidia, AMD, Micron, Apple, Microsoft, and Alphabet forming a powerful AI-and-cloud engine that’s been steadily lifting the fund. AMD and Micron, in particular, have been on a tear, giving the portfolio a strong semiconductor heartbeat. Apple and Microsoft add more stable, blue-chip tech momentum. On the flip side, Tesla is losing steam and SpaceX exposure has been mixed, acting as a bit of a speed bump. Overall, this is a tech‑centric, U.S.-focused play on retail favorites and AI growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tesla | 8.77% | $196.21K | $1.46T | -13.78% | 73 Outperform | |
| Amazon | 7.62% | $170.42K | $2.71T | 14.58% | 71 Outperform | |
| Nvidia | 7.54% | $168.77K | $5.64T | 24.69% | 76 Outperform | |
| Advanced Micro Devices | 4.57% | $102.16K | $1.03T | 284.96% | 73 Outperform | |
| Micron | 4.14% | $92.66K | $1.21T | 472.27% | 79 Outperform | |
| Berkshire Hathaway B | 4.09% | $91.62K | $967.99B | 0.78% | 66 Neutral | |
| Apple | 3.97% | $88.92K | $4.87T | 29.33% | 79 Outperform | |
| Palantir Technologies | 3.85% | $86.23K | $453.58B | 9.06% | 74 Outperform | |
| Microsoft | 3.83% | $85.65K | $3.84T | 0.03% | 79 Outperform | |
| Alphabet Class A | 3.80% | $84.99K | $4.18T | 40.00% | 85 Outperform |
SFYI Technical Analysis
Positive
―
Price Trends
24.14
Positive
Market Momentum
0.26
Positive
61.79
Neutral
41.07
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SFYI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 24.75, equal to the 50-day MA of 24.14, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.26 indicates Positive momentum. The RSI at 61.79 is Neutral, neither overbought nor oversold. The STOCH value of 41.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SFYI.
SFYI Peer Comparison
Comparison Results
Performance Comparison
SFYI
SoFi Social 50 Income ETF
25.14
1.48
6.26%
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
PFOE
Pathfinder Focused Opportunities ETF
―
―
―
VAMO
Cambria Value & Momentum ETF
―
―
―
SOVF
Sovereign's Capital Flourish Fund
―
―
―
YALL
God Bless America ETF
―
―
―
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.
DisclaimerThis 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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