SFGVSequoia Global Value ETF
Grow my moneyRanked #2,899 of 2,999 in this goal
Seeks long term capital appreciation.
Annual Cost
—
#5,861 of 5,861 · expensive
Fund Size
—
#5,861 of 5,861 · small
Return (1Y)Goal
+24.1%
Track Record
—
#5,861 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,532+25.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 46.7% of fundmoderately concentrated
VANGUARD FTSE DEVELOPED ETFVEA
10.3%
iShares Core MSCI International Developed Markets ETFIDEV
10.2%
Vanguard FTSE Emerging Markets ETFVWO
6.0%
Avantis International Small Cap Value ETFAVDV
5.2%
Avantis Real Estate ETFAVRE
5.1%
Avantis Emerging Markets Value ETFAVES
4.1%
MOUNT VERNON LIQUID ASSETS PORTFOLIO
2.2%
Apple IncAAPL
1.7%
Berkshire Hathaway IncBRK/B
1.0%
Exxon Mobil CorpXOM
1.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.5%Moderate
Year-on-year price swings
Max drawdown
-14.5%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of companies, focusing on the largest 3,000 U.S. companies by market capitalization. Utilizes proprietary measures of shareholder yield and free cash flow yield to identify attractively valued companies across domestic and international markets.
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Data updated on 2026-08-04