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F-Prime Fintech Index
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

F-Prime Fintech Index

Currency in USD · Last updated Jun 13, 2026

F-Prime Fintech Index. - not sure how the Index is composed. We Weighed the portfolio by sorting highest Rev Growth + EV/Revenue + Gross Margin. Exlcuded Robinhood. If we exclude MELI net cost of index is reduced to $13k. Minimum Investment: $98,500. XERO Limited not in PortfoliosLab Universe.

Asset Allocation

45 positions 99.99%EquityEquity
PositionCategory/SectorTarget Weight
INTA
Intapp, Inc.		Technology
3%
LSPD
Lightspeed Commerce Inc		Technology
3%
AFRM
Affirm Holdings, Inc.		Technology
3%
AVDX
2.75%
NU
Nu Holdings Ltd.		Financial Services
2.16%
BILL
Bill.com Holdings, Inc.		Technology
2.16%
FLYW
Flywire Corporation		Technology
2.16%
SHOP
Shopify Inc.		Technology
2.16%
ALKT
Alkami Technology, Inc.		Technology
2.16%
BL
BlackLine, Inc.		Technology
2.16%
RELY
Remitly Global, Inc.		Technology
2.16%
CLOV
Clover Health Investments, Corp.		Healthcare
2.16%
EXFY
Expensify Inc		Technology
2.16%
ENV
2.16%
LMND
Lemonade, Inc.		Financial Services
2.16%
OLO
2.16%
PYPL
PayPal Holdings, Inc.		Financial Services
2.16%
NCNO
nCino, Inc.		Technology
2.16%
DCO
Ducommun Incorporated		Industrials
2.16%
PAY
Paymentus Holdings, Inc.		Technology
2.16%
XYZ
Block, Inc		Technology
2.16%
PAYO
Payoneer Global Inc.		Technology
2.16%
MQ
Marqeta, Inc.		Technology
2.16%
HIPO
Hippo Holdings Inc.		Financial Services
2.16%
ML
2.16%
NRDS
NerdWallet, Inc.		Financial Services
2.16%
RDFN
2.16%
BKKT
Bakkt Holdings, Inc.		Technology
2.16%
BLND
Blend Labs, Inc.		Technology
2.16%
EVER
EverQuote, Inc.		Communication Services
2.16%
PAGS
PagSeguro Digital Ltd.		Technology
2.16%
STNE
StoneCo Ltd.		Technology
2.16%
OPEN
Opendoor Technologies Inc.		Real Estate
2.16%
COMP
Compass, Inc.		Technology
2.16%
GDOT
Green Dot Corporation		Financial Services
2.16%
CPAY
Corpay, Inc.		Technology
2.16%
QTWO
Q2 Holdings, Inc.		Technology
2.16%
LU
Lufax Holding Ltd		Financial Services
2.16%
UPST
Upstart Holdings, Inc.		Financial Services
2.16%
TOST
Toast, Inc.		Technology
2.16%
LDI
loanDepot, Inc.		Financial Services
2.16%
OSCR
Oscar Health, Inc.		Healthcare
2.16%
SOFI
SoFi Technologies, Inc.		Financial Services
2.16%
MELI
MercadoLibre, Inc.		Consumer Cyclical
2%
COIN
Coinbase Global, Inc.		Financial Services
2%

S&P 500 Index

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