SoFi Social 50 ETF (SFYF US) – Portfolio Construction Methodology

The underlying SoFi Social 50 Index offers exposure to the 50 U.S.-listed equities most widely held in self-directed brokerage accounts at SoFi Securities. The investable universe consists of U.S.-listed common stocks and ADRs, excluding exchange-traded funds, closed-end funds, preferred shares, and other non-common equity classes, with additional float and trading-liquidity filters to ensure investability. On each monthly selection date, SoFi aggregates the market value of each eligible security held across qualifying accounts and ranks securities by total position value; the top 50 become index constituents. Weights are proportional to the aggregate market value held by SoFi clients, so securities that are larger in member portfolios receive higher index weights, without explicit sector or issuer caps beyond these demand-driven exposures. The index is fully reconstituted and reweighted monthly, allowing rapid migration toward newly popular names and away from securities that fall out of favour.

To explore SFYF in more depth, visit our ETF analytics platform for institutional-grade insights — including performance and risk metrics, correlations, sensitivities, and factor exposure: https://www.etfstrategy.com/etf/SFYF_US