Sequoia Global Value ETF(SFGV · ETF)
ETF quote, holdings, sector allocation, technicals, and options analytics.
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Sequoia Global Value ETF (SFGV) ETF
- Exchange
- ARCX
- Inception
- 2024-01-17
- Has Options
- No
| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| 2026-06-29 | 2026-06-30 | $0.2117 | CD |
| 2026-03-30 | 2026-03-31 | $0.0913 | CD |
| 2025-12-30 | 2025-12-31 | $0.3559 | CD |
| 2025-03-28 | 2025-03-31 | $0.0964 | CD |
| Symbol | Name | Weight % | Asset Class | Country |
|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED ETF | 10.27% | Equity (common) | US |
| IDEV | iShares Core MSCI International Developed Markets ETF | 10.15% | Equity (common) | US |
| VWO | Vanguard FTSE Emerging Markets ETF | 6.02% | Equity (common) | US |
| AVDV | Avantis International Small Cap Value ETF | 5.19% | Equity (common) | US |
| AVRE | Avantis Real Estate ETF | 5.11% | Equity (common) | US |
| AVES | Avantis Emerging Markets Value ETF | 4.10% | Equity (common) | US |
| — | MOUNT VERNON LIQUID ASSETS PORTFOLIO | 2.21% | Short-term investment | US |
| AAPL | Apple Inc | 1.68% | Equity (common) | US |
| BRK.B | Berkshire Hathaway Inc | 1.00% | Equity (common) | US |
| XOM | Exxon Mobil Corp | 0.98% | Equity (common) | US |
| JNJ | Johnson & Johnson | 0.97% | Equity (common) | US |
| JPM | JPMORGAN CHASE & CO. | 0.89% | Equity (common) | US |
| ABBV | AbbVie Inc | 0.83% | Equity (common) | US |
| PG | Procter & Gamble Co/The | 0.79% | Equity (common) | US |
| HD | Home Depot Inc/The | 0.75% | Equity (common) | US |
| CAT | Caterpillar Inc | 0.74% | Equity (common) | US |
| CVX | Chevron Corp | 0.74% | Equity (common) | US |
| KO | Coca-Cola Co/The | 0.72% | Equity (common) | US |
| PM | Philip Morris International Inc | 0.71% | Equity (common) | US |
| MRK | Merck & Co Inc | 0.70% | Equity (common) | US |
| CSCO | Cisco Systems Inc | 0.69% | Equity (common) | US |
| MCD | McDonald's Corp | 0.66% | Equity (common) | US |
| — | Linde PLC | 0.66% | Equity (common) | IE |
| ABT | Abbott Laboratories | 0.64% | Equity (common) | US |
| MCK | McKesson Corp | 0.64% | Equity (common) | US |
| PEP | PepsiCo Inc | 0.63% | Equity (common) | US |
| V | Visa Inc | 0.63% | Equity (common) | US |
| GILD | Gilead Sciences Inc | 0.61% | Equity (common) | US |
| UNP | Union Pacific Corp | 0.60% | Equity (common) | US |
| LMT | Lockheed Martin Corp | 0.60% | Equity (common) | US |
| PFE | Pfizer Inc | 0.59% | Equity (common) | US |
| HON | Honeywell International Inc | 0.58% | Equity (common) | US |
| BMY | Bristol-Myers Squibb Co | 0.58% | Equity (common) | US |
| COP | ConocoPhillips | 0.58% | Equity (common) | US |
| MO | Altria Group Inc | 0.57% | Equity (common) | US |
| QCOM | QUALCOMM Inc | 0.55% | Equity (common) | US |
| LOW | Lowe's Cos Inc | 0.54% | Equity (common) | US |
| NOC | Northrop Grumman Corp | 0.54% | Equity (common) | US |
| BKNG | Booking Holdings Inc | 0.53% | Equity (common) | US |
| CMCSA | Comcast Corp | 0.53% | Equity (common) | US |
| — | Medtronic PLC | 0.53% | Equity (common) | IE |
| GD | General Dynamics Corp | 0.52% | Equity (common) | US |
| MMM | 3M Co | 0.52% | Equity (common) | US |
| ORLY | O'Reilly Automotive Inc | 0.49% | Equity (common) | US |
| EMR | Emerson Electric Co | 0.48% | Equity (common) | US |
| ADP | Automatic Data Processing Inc | 0.48% | Equity (common) | US |
| UPS | United Parcel Service Inc | 0.48% | Equity (common) | US |
| MDLZ | Mondelez International Inc | 0.48% | Equity (common) | US |
| SHW | Sherwin-Williams Co/The | 0.47% | Equity (common) | US |
| ITW | Illinois Tool Works Inc | 0.45% | Equity (common) | US |
| Category | Weight | Value | Positions |
|---|---|---|---|
| Short-term investment | 2.29% | $26.4M | 2 |
| RE | 0.31% | $3.9M | 15 |
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +5.40% | 1 |
| Feb | +4.64% | 1 |
| Mar | -5.74% | 1 |
| Apr | +4.32% | 1 |
| May | +1.77% | 1 |
| Jun | +0.40% | 1 |
| Jul | +1.34% | 1 |
| Aug | +1.98% | 1 |
| Sep | -1.89% | 1 |
| Oct | -0.77% | 1 |
| Nov | +2.69% | 1 |
| Dec | -1.17% | 1 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
Here is the comprehensive stock analysis report for SFGV:
Executive Summary
- Overall assessment: NEUTRAL (confidence level 6/10)
- Key drivers:
- Technical trend indicators suggest a range-bound market with a slight bullish bias
- Momentum oscillators are neutral, indicating no clear momentum signal
- Bollinger Bands indicate oversold conditions, suggesting potential for a short-term bounce
- Primary risks:
- Volatility is low, which may indicate a lack of market interest or a trading range
- No recent news headlines available to provide insight into the stock's fundamentals or market sentiment
Technical Analysis
- Trend Direction: Range-bound (short-term), Neutral (medium-term), Bearish (long-term)
- Support/Resistance Levels:
- SMA 20 ($36.62) and EMA 12 ($36.53) are potential resistance levels
- SMA 50 ($36.04) is a potential support level
- Momentum Signals:
- RSI interpretation: neutral (45.27), indicating no clear buy or sell signal
- MACD signal: bullish (0.11 / Signal: -0.08 / Histogram: 0.18)
- Bollinger Bands position: oversold, suggesting potential for a short-term bounce
- Volume Analysis:
- Volume SMA 20 is increasing, indicating growing interest in the stock
- OBV and volume rate of change suggest a strong underlying trend
News & Sentiment Analysis
- Recent Headlines Summary: No recent news headlines available
- Sentiment Assessment: Neutral (no recent news)
- Catalyst Identification: None identified
- Market Narrative: The lack of recent news headlines suggests that the market is focused on technical trends rather than fundamental developments.
Risk & Volatility Assessment
- Beta Interpretation: Low risk relative to the market (beta 0.65)
- Volatility Regime: Low volatility, indicating a stable market
- Options Market Signals:
- IV rank: N/A (no options data available)
- Put/call ratios: N/A (no options data available)
- Unusual activity: None identified
- Downside Protection:
- Support levels: SMA 50 ($36.04) and SMA 200 ($34.22)
- Risk management considerations: Monitor volume patterns for signs of institutional interest
Market Context & Positioning
- Sector Performance: No sector-specific data available
- Institutional Activity: None identified
- Correlation Analysis: The stock has a strong correlation with the market (R-squared interpretation)
- Relative Valuation: The stock is positioned within its trading range, with no clear valuation signals
Key Levels & Action Items
- Critical Price Levels:
- SMA 20 ($36.62) and EMA 12 ($36.53) are potential resistance levels
- SMA 50 ($36.04) is a potential support level
- Breakout/Breakdown Levels: None identified
- Time-Sensitive Catalysts: No earnings dates or product launches available
- Risk Management: Monitor volume patterns for signs of institutional interest and adjust position sizing accordingly
This comprehensive analysis provides an objective assessment of the stock's technical, fundamental, and market factors. The report highlights both bullish and bearish cases, providing a balanced view of the stock's potential risks and opportunities.
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
- Beta (1Y vs SPY)
- 0.65
- Correlation (SPY)
- 74.4%
- R²
- 0.55
- Ann. Volatility
- 11.4%
- SPY Volatility
- 13.0%
Low volatility - stock moves less than market
Click any bar to view the full quote for that stock.
| Symbol | Name | Weight % | Price | 1 Day | 1 Week | 1 Month |
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