SEQ - ETF AI Analysis
Top Page
Sequoia ETF (SEQ)
SEQ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 6.77B
- Region
- Developed Markets
- Expense Ratio
- 0.99%
- Beta
- N/A
- Issuer
- Sequoia
- Inception Date
- Oct 16, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
SEQ Summary
Sequoia ETF (SEQ) is a value-focused fund that invests in a wide mix of companies across the U.S., Europe, and Canada, aiming for long-term growth by buying stocks that appear reasonably priced. It doesn’t track a specific index, but follows a total-market, value theme, spreading money across sectors like communication services, health care, technology, and financials. Well-known holdings include TSMC and Capital One Financial. Someone might invest in SEQ for broad diversification with an emphasis on potentially undervalued businesses. A key risk is that its stock prices can rise or fall with the overall market, and value stocks can stay out of favor for long periods.
How much will it cost me?
This ETF has an expense ratio of 0.99%, which means you’ll pay about $9.90 per year for every $1,000 invested. That’s higher than the average ETF cost because it’s actively managed rather than simply tracking an index.
What would affect this ETF?
SEQ could benefit if developed-market economies stay healthy and investors favor value stocks, supporting its mix of communication services, health care, technology, and industrial companies, including holdings like Rolls-Royce, Universal Music Group, and TSMC. On the downside, slower economic growth, higher interest rates, or sector-specific challenges in areas like financials or consumer-related businesses could weigh on company profits and reduce investor appetite for value strategies.
SEQ Top 10 Holdings
Sequoia ETF leans heavily into developed-market value names, with a quirky mix of industrials, media, health care, and financials driving the story. Eurofins Scientific and Icon have been rising steadily, giving the fund a healthy lift, while Elevance Health adds a solid, defensive backbone. On the flip side, Rolls-Royce has been losing altitude lately and Universal Music Group’s mixed, lagging trend has been a drag. Capital One is also soft, tempering gains. Overall, the fund is diversified across sectors and geographies, but performance hinges on a handful of European and U.S. standouts.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GB:RR | Rolls-Royce Holdings | 9.38% | $649.58M | GBP 104.24B | 10.05% | 71Outperform |
 NL:UMG | Universal Music Group | 9.43% | $652.89M | EUR 31.11B | -21.87% | 71Outperform |
 FR:ERF | Eurofins Scientific | 7.07% | $489.68M | EUR 15.35B | 47.14% | 64Neutral |
 FWONK | Liberty Media Liberty Formula One | 5.66% | $391.85M | $23.76B | -1.81% | 66Neutral |
 TSE:CSU | Constellation Software | 5.25% | $363.53M | CAD 72.86B | -1.17% | 72Outperform |
 TSM | TSMC | 4.69% | $324.59M | $1.81T | 34.59% | 81Outperform |
 ICE | Intercontinental Exchange | 4.54% | $314.49M | $95.53B | 19.01% | 80Outperform |
 COF | Capital One Financial | 4.13% | $286.15M | $125.54B | -6.51% | 71Outperform |
 ELV | Elevance Health | 4.27% | $295.55M | $89.39B | 37.13% | 76Outperform |
 ICLR | Icon | 3.94% | $272.58M | $15.27B | 24.64% | 68Neutral |
SEQ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SEQ, the sentiment is Positive. The current price of 54.52 is compared to the 20-day moving average (MA) of , compared to the 50-day MA of , and compared to the 200-day MA of , indicating a neutral trend. The MACD of indicates Neutral momentum. The RSI at is Neutral, neither overbought nor oversold. The STOCH value of 89.71 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SEQ.
SEQ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SEQ | $54.52 | $58.00(6.38% Upside) | $6.77B | 0.99% | 69Neutral |
 GDIV | $18.91 | $21.99(16.28% Upside) | $237.89M | 0.50% | 73Outperform |
 KNO | $64.09 | $82.14(28.16% Upside) | $43.06M | 0.75% | 69Neutral |
 TNXT | $28.17 | $38.69(37.34% Upside) | $18.69M | 0.49% | 69Neutral |
 RW | $25.87 | $29.16(12.70% Upside) | $16.83M | 0.95% | 63Neutral |
 HDMV | $38.73 | $41.30(6.62% Upside) | $15.14M | 0.80% | 61Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SEQ | Sequoia ETF | 54.52 | 2.28 | 4.37% | |
| GDIV | Harbor Dividend Growth Leaders ETF | 18.91 | 2.97 | 18.60% | |
| KNO | AXS Knowledge Leaders ETF | 64.09 | 14.10 | 28.22% | |
| TNXT | T. Rowe Price Innovation Leaders ETF | 28.17 | 3.32 | 13.36% | |
| RW | Rainwater Equity ETF | 25.87 | 0.68 | 2.70% | |
| HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 38.73 | 5.32 | 15.94% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.