SHFT
SoFi Smart Energy ETF$17.83— (—)AUM $2.1MER 0.65%NAV $17.85Holdings 55Inception Jul 2021
Price Chart
Key Statistics
Previous Close
—Day Range
N/A52-Week Range
N/AAvg Volume
1.2KDividend Yield
0.74%Expense Ratio
0.65%AUM
$2.1MShares Outstanding
—Sector Breakdown
| Sector | Weight % |
|---|---|
| Industrials | 29.04% |
| Cash & Others | 28.02% |
| Energy | 17.24% |
| Technology | 11.64% |
| Consumer Cyclical | 9.70% |
| Financial Services | 1.73% |
| Real Estate | 1.59% |
| Utilities | 1.05% |
Country Allocation
| Country | Weight % |
|---|---|
| Canada | 0.00% |
| Ireland | 0.00% |
| Israel | 0.00% |
| Netherlands | 0.00% |
| Other | 0.00% |
| United States | 0.00% |
Fund Information
- Category
- Industrials
- Inception Date
- Jul 20, 2021
- Description
- The index follows a rules-based methodology that tracks the performance of the equity securities of publicly-traded large-, mid-, and small-capitalization U.S. and non-U.S. companies in developed and emerging markets that are selected based on a list of products and services that enable the practice of distributed energy generation. The fund will invest all, or substantially all, of its assets in the component securities that make up the index. It is non-diversified.
Similar ETFs
The SoFi Smart Energy ETF (SHFT) is an exchange-traded fund that launched on Jul 20, 2021. It currently manages $2.1M in assets under management. The fund charges an expense ratio of 0.65%. The fund holds 55 securities in its portfolio. It falls under the Industrials category.
Top 10 holdings represent 26.8% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | 1211 | BYD COMPANY LTD | 3.99% | 2,247 | $0 |
| 2 | 968 | XINYI SOLAR HLDGS | 3.37% | 38,691 | $0 |
| 3 | ENPH | ENPHASE ENERGY INC | 2.70% | 272 | $0 |
| 4 | ALFEN | ALFEN NV | 2.67% | 509 | $0 |
| 5 | S92 | SMA SOLAR TECH AG | 2.51% | 1,066 | $0 |
| 6 | CSIQ | CANADIAN SOLAR INC | 2.37% | 1,427 | $0 |
| 7 | PWR | QUANTA SVCS INC | 2.32% | 365 | $0 |
| 8 | BE | BLOOM ENERGY CORP | 2.31% | 2,542 | $0 |
| 9 | SEDG | SOLAREDGE TECHNOLOGIES INC | 2.30% | 158 | $0 |
| 10 | SPWR | SUNPOWER CORP | 2.21% | 2,404 | $0 |
| 11 | VMI | VALMONT INDS INC | 2.21% | 177 | $0 |
| 12 | NOVA | SUNNOVA ENERGY INTL INC. | 2.19% | 1,991 | $0 |
| 13 | MBTN | MEYER BURGER TECHN | 2.16% | 98,975 | $0 |
| 14 | AMRC | AMERESCO INC | 2.13% | 765 | $0 |
| 15 | CHPT | CHARGEPOINT HOLDINGS INC | 2.08% | 2,814 | $0 |
Page 1 of 2
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | — | |
| 1W | — | |
| 1M | — | |
| 3M | — | |
| 6M | — | |
| YTD | — | |
| 1Y | — | |
| 3Y | — | |
| 5Y | -13.46% |
Moving Averages
20-Day MA
—
50-Day MA
—
200-Day MA
—
Price with Moving Averages
Support & Resistance
52-Week High
—
Current Price
$17.83
52-Week Low
—
Current Yield
0.74%
Annual Dividend
—
Frequency
—
Last Ex-Date
—
Dividends
No dividend data available for this ETF.
Category Comparison
| Metric | SHFT | Industrials(380 ETFs) | Small Cap(308 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.65% | 0.64% | 0.57% |
| AUM | $2.1M | $3.14B | $11.65B |
| Dividend Yield | 0.74% | 2.03% | 2.56% |
| Avg Volume | 1.2K | 220.7K | 1.0M |
| Holdings | 55 | 265 | 496 |
| Performance | |||
| 1-Month Return | — | +6.01% | +6.95% |
| 6-Month Return | — | +11.21% | +10.56% |
| YTD Return | — | +10.60% | +9.20% |
| 1-Year Return | — | +41.06% | +33.76% |
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