SFGVSequoia Global Value ETF

Grow my moneyRanked #2,849 of 2,960 in this goal

Seeks to achieve long term capital appreciation.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

+25.6%

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,578+25.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

Factor

Value

What it actually holds

By weight

Concentration

Top 10 holdings = 59.6% of fundmoderately concentrated

Avantis U.S. Small Cap Value ETFAVUV

10.1%

iShares Core MSCI International Developed Markets ETFIDEV

9.9%

VANGUARD FTSE DEVELOPED ETFVEA

9.9%

MOUNT VERNON LIQUID ASSETS PORTFOLIO

7.2%

Vanguard FTSE Emerging Markets ETFVWO

5.8%

Avantis International Small Cap Value ETFAVDV

5.1%

Avantis Real Estate ETFAVRE

4.9%

Avantis Emerging Markets Value ETFAVES

3.9%

Apple IncAAPL

1.6%

Exxon Mobil CorpXOM

1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

11.8%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

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to achieve long term capital appreciation.
Strategy: Actively managed ETF investing primarily in equity securities of attractively valued companies. Allocates 50-75% to U.S. stocks, 20-30% to developed markets, and the remainder to emerging markets, using proprietary valuation measures and momentum criteria.