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SoFi Select 500 (SFY)

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ISINUS8863642075
TER0.00%
ReplicationSynthetic
DistributionAccumulating
Launch Year2019
AUM$0.49 billion
ProviderSofi
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

SoFi Select 500 Price Chart

Live Price (Delayed)
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Description

The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ JPMorgan Chase & Co
1.39%
๐Ÿ“ˆ Eli Lilly and Company
2.62%
๐Ÿ“ˆ Apple Inc
3.92%
๐Ÿ“ˆ Amazon.com Inc
4.23%
๐Ÿ“ˆ Broadcom Inc
3.80%
๐Ÿ“ˆ Alphabet Inc Class C
1.95%
๐Ÿ“ˆ Meta Platforms Inc.
3.36%
๐Ÿ“ˆ Microsoft Corporation
5.74%
๐Ÿ“ˆ NVIDIA Corporation
12.36%
๐Ÿ“ˆ Alphabet Inc Class A
2.20%

Sector Allocation

โšก Energy
2.24%
๐Ÿ”Œ Utilities
1.74%
๐Ÿ’Š Healthcare
11.59%
๐Ÿ’ป Technology
38.95%
๐Ÿ—๏ธ Industrials
6.02%
๐Ÿ˜๏ธ Real Estate
1.79%
๐Ÿ“Š Basic Materials
1.44%
๐Ÿ“Š Consumer Cyclicals
9.37%
๐Ÿ“Š Consumer Defensive
3.86%
๐Ÿ“Š Financial Services
12.21%
๐Ÿ“ก Communication Services
10.79%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
0.42%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
99.18%
๐Ÿ’ฐ Stock non-US
0.40%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month14.03%
3 Months-2.03%
6 Months-0.83%
1 Year463.87%
3 Years778.73%
5 Years119.72%
Since Inception135.58%

๐Ÿ“Š Wealth Projection Calculator

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๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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๐ŸŒ
Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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