MarketGrader US Balanced Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 77.1 ¤4,677,993 US
GOOGL Alphabet Inc. Class A 77.3 ¤4,081,663 US
MSFT Microsoft Corporation 73.7 ¤3,219,010 US
AMZN Amazon.com, Inc. 72.0 ¤2,584,142 US
META Meta Platforms Inc Class A 69.7 ¤1,861,198 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
CMCSA Comcast Corporation Class A 54.5 ¤106,548 US
HCA HCA Healthcare Inc 53.8 ¤110,110 US
BMY Bristol-Myers Squibb Company 64.0 ¤110,500 US
VRTX Vertex Pharmaceuticals Incorporated 59.5 ¤120,689 US
NOW ServiceNow, Inc. 61.0 ¤121,211 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 73.7 33 US
GOOGL Alphabet Inc. Class A 77.3 32 US
MA Mastercard Incorporated Class A 62.6 25 US
JNJ Johnson & Johnson 60.5 24 US
QCOM QUALCOMM Incorporated 56.8 23 US
V Visa Inc. Class A 58.8 23 US
ORCL Oracle Corporation 61.8 22 US
META Meta Platforms Inc Class A 69.7 21 US
JPM JPMorgan Chase & Co. 60.5 20 US
CSCO Cisco Systems, Inc. 57.1 18 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤631,571
Median Market Cap ¤270,663
Avg. 3 Mo. Dollar Vol. ¤3,480,915,071
Avg. 3 Mo. Trading Vol. 17,570,800
Last Rebalance Date 09/22/2025
Companies Replaced 13
Biggest Sector Increase Technology
Biggest Sector Decrease Consumer Discretionary

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 31.4
Forward P/E Ratio (12 Mo.) 22.2
Price/Book Ratio 7.7
Avg. Revenue Chg. - 3 Yr 32.0%
Avg. Op. Income Chg. - 3 Yr. 45.5%
Avg. EPS Growth - 3 Yr. 14.4%
Avg. EPS Growth - 1 Yr. 16.2%
Avg. Operating Margin 24.3%
Avg. LT Debt to Total Capital 40.9%
Avg. Return on Equity 30.3%
Dividend Yield 0.9%
Index Average Grade
58.8
Country Breakdown
United States Of America 100.0%
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