SoFi Social 50 ETF

Shareclass
SoFi Social 50 ETF (SFYF)
Type
Exchange-traded fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund SoFi Social 50 ETF

FUND COVERAGE
# of holdings42
% of assets93%
Score
49 / 100
Rank

5.9 percentile

Group: U.S. Large Cap Equity

Rank: #1,377 out of 1,462

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

23 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Ford Motor Co
         % of fund invested: 0.78%
         $USD invested: $307,347
  • 2. Johnson & Johnson
         % of fund invested: 0.4%
         $USD invested: $159,784
  • 3. Verizon Communications Inc
         % of fund invested: 0.42%
         $USD invested: $167,782
  • 4. Microsoft Corp
         % of fund invested: 4.26%
         $USD invested: $1.68M
  • 5. PayPal Holdings Inc
         % of fund invested: 0.75%
         $USD invested: $296,406
  • 6. AT&T Inc
         % of fund invested: 0.53%
         $USD invested: $208,865
  • 7. Coca-Cola Co
         % of fund invested: 0.83%
         $USD invested: $327,344
  • 8. Walmart Inc
         % of fund invested: 1.33%
         $USD invested: $526,541
  • 9. Starbucks Corp
         % of fund invested: 0.34%
         $USD invested: $132,869
  • 10. Target Corp
         % of fund invested: 0.69%
         $USD invested: $273,617
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 1.46%
         $USD invested: $577,389
  • 2. SoundHound AI Inc Ordinary Shares - Class A
         % of fund invested: 0.99%
         $USD invested: $389,948
  • 3. GameStop Corp Class A
         % of fund invested: 1.09%
         $USD invested: $430,019
  • 4. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 4.68%
         $USD invested: $1.85M
  • 5. Reddit Inc Class A Shares
         % of fund invested: 1.2%
         $USD invested: $472,645
  • 6. Berkshire Hathaway Inc Class B
         % of fund invested: 3.78%
         $USD invested: $1.49M
  • 7. Lucid Group Inc Shs
         % of fund invested: 0.46%
         $USD invested: $181,156
  • 8. DraftKings Inc Ordinary Shares - Class A
         % of fund invested: 0.29%
         $USD invested: $116,181
  • 9. Coinbase Global Inc Ordinary Shares - Class A
         % of fund invested: 1.69%
         $USD invested: $669,683
  • 10. Broadcom Inc
         % of fund invested: 2.17%
         $USD invested: $859,020

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund SoFi Social 50 ETF

Totals

Holdings
Assets
Weight
Prisons
9
$10.92M
28%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
7
$9.53M
24%
     Borders high risk
1
$1.85M
4.68%
Total
11
$12.98M
33%
Full fund results

Holdings — 11 flagged holdings

1.
Amazon.com Inc
Prisons
Borders
$2.48M
6.27%
Prisons
Borders :
$2.48M
6.27%
2.
Alphabet Inc Class A
Prisons
Borders
$1.95M
4.93%
Prisons
Borders :
$1.95M
4.93%
3.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$1.85M
4.68%
Borders :
$1.85M
4.68%
4.
Microsoft Corp
Prisons
Borders
$1.68M
4.26%
Prisons
Borders :
$1.68M
4.26%
5.
Berkshire Hathaway Inc Class B
Prisons
$1.49M
3.78%
Prisons
$1.49M
3.78%
6.
Costco Wholesale Corp
Prisons
$1.16M
2.95%
Prisons
$1.16M
2.95%
7.
Alphabet Inc Class C
Prisons
Borders
$1.05M
2.67%
Prisons
Borders :
$1.05M
2.67%
8.
Walmart Inc
Prisons
$526,541
1.33%
Prisons
$526,541
1.33%
9.
Ford Motor Co
Prisons
Borders
$307,347
0.78%
Prisons
Borders :
$307,347
0.78%
10.
Target Corp
Prisons
$273,617
0.69%
Prisons
$273,617
0.69%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer