
Alpha Vee US Mega Cap
YTD
CAGR*
SD*
Sharpe*
Sortino*
Correlation*
As Of : yyyy-mm-dd
* Inception Date: yyyy-mm-dd
Diversified exposure to the largest U.S. stocks with the highest combined attractive grades
Available through Smartleaf, Amplify, Quorus, Fusion or Direct Indexing

Alpha Vee Risk Managed Enhanced US Equity
YTD
CAGR*
SD*
Sharpe*
Sortino*
Correlation*
As Of : yyyy-mm-dd
* Inception Date: yyyy-mm-dd
Our Risk Managed Enhanced US Equity
Available through Smartleaf, Amplify, Fusion or Direct Indexing
Alpha Vee Solutions Announces a Rule Change for Risk Managed Strategies, Q3 2022
The following strategies will incorporate an additional risk management rule to mitigate fluctuations in inflation rates. The Treasury Bond portion of the strategies will switch from IEF (iShares 7-10 Year Treasury Bond ETF ) to TIP (iShares TIPS Bond ETF) when the US inflation rate is elevated.
Alpha Vee Risk Managed SMID Top 5 Sector Equities
Alpha Vee Risk Managed Top 5 Sector Equities & Treasury Bonds
Alpha Vee strategies now available on Morningstar Direct
STUSA09BZJ: Alpha Vee Risk Man SMID T5 Sec Eq TR USD
F00001CNVW: AlphaVee US Mega Cap TR USD
F00001CNVR: AlphaVee Quality Yield TR USD
F00001784I: Alphavee RM Top 5 Sec ETF&T.Bonds TR USD
F00001784K: Alphavee Green Transportation TR USD
F00001784J: Alphavee RM Top 5 Sec Eq&T.Bonds TR USD

Risk Managed Top 5 Sector Equities & Treasury Bonds
YTD
CAGR*
SD*
Sharpe*
Sortino*
Correlation*
As Of : yyyy-mm-dd
* Inception Date: yyyy-mm-dd
Available through CBOE, SmartX, Smartleaf, C8 Technologies, BX Partners or Direct Indexing
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
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