Alpha Vee Focused Growth
YTD
CAGR*
SD*
Sharpe*
DY*
Correlation*
As Of : yyyy-mm-dd
* Inception Date: yyyy-mm-dd
Ticker: AVFOCGRW, Morningstar ID : F00001LXRC, See Video
Available through selected TAMP platforms. Also through Direct Indexing with us.
Alpha Vee US Mega Cap
YTD
CAGR*
SD*
Sharpe*
DY*
Correlation*
As Of : yyyy-mm-dd
* Inception Date: yyyy-mm-dd
Alpha Vee strategies now available on Advyzon
The following strategies are now available on the Advyzon platform
Alpha Vee Risk Managed SMID Top 5 Sector Equities
Alpha Vee Risk Managed Large Cap Top 5 Sector Equities
Alpha Vee strategies available on Morningstar
F00001IAU8: Alpha Vee RM Smll Cap Top 5 Sector Model
F00001FUG5: Alpha Vee Risk Man SMID T5 Sec Eq TR USD
F00001G5GU: Alpha Vee US Mega Cap TR USD
F00001G5OZ: Alpha Vee Quality Yield TR USD
F00001G5X3: Alpha vee RM Top 5 Sec ETF&T.Bonds TR USD
F00001G5XA: Alpha vee Green Transportation TR USD
F00001G5X8: Alpha vee RM Top 5 Sec Eq&T.Bonds TR USD
F00001LXRC: Alpha vee Focused Growth
Investable on the SmartX direct indexing platform
Risk Managed SMID Top 5 Sector Equities, Green Transportation, Quality Yield, Risk Managed Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds, Risk Managed US Equity & Treasury Bonds,
US Mega Cap, International Dynamic, Risk Managed Fixed Income, Risk Managed Mid Cap
Investable on the Smartleaf Asset Management platform
Risk Managed SMID Top 5 Sector Equities, Green Transportation, Core High Quality Yield, Core Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds,
U.S. Large Cap 100, U.S. Mid Cap 100, U.S. Large Cap Dividend 100,
Risk Managed Enhanced US Equity, Risk Managed Mid Cap
Alpha Vee strategies available now on Fusion
Green Transportation, Quality Yield, Risk Managed Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds, Risk Managed SMID Top 5 Sector Equities, Risk Managed US Equity & Treasury Bonds,
US Mega Cap, Risk Managed Fixed Income, Risk Managed Enhanced US Equity, Risk Managed Mid Cap
Alpha Vee strategies available now on Amplify
Green Transportation, Quality Yield, Risk Managed Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds, Risk Managed SMID Top 5 Sector Equities, Risk Managed US Equity & Treasury Bonds,
US Mega Cap, International Dynamic, Risk Managed Fixed Income, Risk Managed Enhanced US Equity, Risk Managed Mid Cap