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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 23, 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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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in F-Prime Fintech Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

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Returns By Period

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Monthly Returns

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Expense Ratio

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for F-Prime Fintech Index. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

F-Prime Fintech Index doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the F-Prime Fintech Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.

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Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

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Not enough data to calculate this metric.

Diversification Ratio

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Not enough data to calculate this metric.