SFEI

Sequoia Select Equity Income ETF

Sequoia Financial / EA Series Trust

Owns a select group of stocks chosen for income, as its name describes. The sources give no further detail on its holdings.

SFEI, the Sequoia Select Equity Income ETF, is an ETF whose main story is the income overlay.

The narrative it carries

This is its only narrative.

The income overlay →

ETFs built to pay income: dividend stocks, municipal bonds, preferred shares and covered calls.

The income overlay · the narrative this week
46.0WARM level, 15 of 22
last four weeks
629ETFs carry it
36.6%held by the top five
VIGlargest holder, 10.5%
$1,095 bncapital, 3rd of 22

The band is where this narrative’s level sits among the 22 this week. QUIET means less talked about, not falling.

Who owns the capital
VIG 10.5%SCHD 9.9%VYM 7.7%MUB 4.3%VTEB 4.2%624 other ETFs 63.4%36.6%top five
#ETFSHAREASSETS1 YEARCOST
1VIG10.5%$114.51bn+10.1%0.04%
2SCHD9.9%$107.89bn+23.9%0.06%
3VYM7.7%$83.99bn+13.8%0.04%
4MUB4.3%$46.62bn−2.0%0.05%
5VTEB4.2%$45.69bn−2.2%0.03%
624 other ETFs63.4%
SFEI has no assets on file this week, so it holds no Share of Narrative.

Share is each ETF’s slice of the capital carrying this narrative. 1 year is market price total return; cost is the expense ratio. See all 629 ETFs on the narrative page →

Issued by Sequoia Financial / EA Series Trust

How it is built

An unlevered long ETF that owns its holdings directly. It counts toward Share of Narrative.

Leverage1xMoves one for one with what it holds
OptionsNoneNo options on top of what it holds
ExposureOwns its holdingsHolds the securities or the asset directly
Underlyings1A single asset or index

Narrative exposure

The income overlayMain narrative100%

Common questions

What story is SFEI selling?

SFEI’s main story is the income overlay, which covers ETFs built to pay income: dividend stocks, municipal bonds, preferred shares and covered calls.

Run an ETF in the income overlay? StoryVector shows issuers where their ETFs stand against the closest rivals, every week.

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Narrative figures are from the weekly board. Assets are StoryVector’s weekly figure. Classification and measurement. Not investment advice. How the measurement works →