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SFGV
+2.28 · +7.36%
$33.30 · NYSE ARCA

EA Series Trust - Sequoia Global Value ETF (SFGV) ETF Analysis | Global Large-Stock Value

CCM Investment Group, LLC · USA
AUM:$1.2B
#– of – in Global Large-Stock Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 27.8% over the past year, reflecting strong price momentum.

What is SFGV?

EA Series Trust - Sequoia Global Value ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by CCM Investment Group, LLC.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SFGV delivered 27.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 45.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.2B
Expense Ratio0.00%
Dividend Yield0.00%
Holdings50
Inception DateJan 2024
Domicile–
Distribution–
Index–
ProviderCCM Investment Group, LLC
Beta–
CategoryGlobal Large-Stock Value
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.6%
1Y
+21.4%
3Y
+52.8%
5Y
+52.8%
OpenBook InsightIf you had invested £10,000 in SFGV 5 years ago, it would have grown to £15,283 — a gain of £5,283.

Annual Returns

Calendar year performance

SFGV delivered positive returns in 3 of the last 3 calendar years.
YearSFGV
2026 YTD+15.2%
2025+19.1%
2024+10.7%
CAGR 2yr+14.8%
3/3 positive yearsAvg return: +15.0%Worst year: +10.7% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
8.2%
Low
Momentum
+4.0%
30-day change
Support Level
35.86
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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