MarketGrader US Balanced Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
MSFT Microsoft Corporation 71.2 ¤3,409,158 US
NVDA NVIDIA Corporation 80.6 ¤3,396,236 US
AMZN Amazon.com, Inc. 62.4 ¤2,183,794 US
GOOGL Alphabet Inc. Class A 77.7 ¤2,085,521 US
META Meta Platforms Inc Class A 79.3 ¤1,621,752 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
UPS United Parcel Service, Inc. Class B 50.4 ¤83,071 US
NKE NIKE, Inc. Class B 50.5 ¤90,685 US
AMAT Applied Materials, Inc. 64.0 ¤127,982 US
CMCSA Comcast Corporation Class A 53.8 ¤127,991 US
UNP Union Pacific Corporation 51.7 ¤132,944 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 71.2 32 US
GOOGL Alphabet Inc. Class A 77.7 31 US
MA Mastercard Incorporated Class A 64.6 24 US
JNJ Johnson & Johnson 61.8 23 US
QCOM QUALCOMM Incorporated 70.6 22 US
V Visa Inc. Class A 59.5 22 US
AMGN Amgen Inc. 62.2 21 US
HD Home Depot, Inc. 47.0 21 US
ORCL Oracle Corporation 60.8 21 US
META Meta Platforms Inc Class A 79.3 20 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤489,349
Median Market Cap ¤206,940
Avg. 3 Mo. Dollar Vol. ¤2,788,149,029
Avg. 3 Mo. Trading Vol. 17,868,396
Last Rebalance Date 03/24/2025
Companies Replaced 30
Biggest Sector Increase Consumer Discretionary
Biggest Sector Decrease Health Care

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 25.0
Forward P/E Ratio (12 Mo.) 22.0
Price/Book Ratio 7.7
Avg. Revenue Chg. - 3 Yr 31.1%
Avg. Op. Income Chg. - 3 Yr. 29.8%
Avg. EPS Growth - 3 Yr. 10.5%
Avg. EPS Growth - 1 Yr. 14.5%
Avg. Operating Margin 23.0%
Avg. LT Debt to Total Capital 42.0%
Avg. Return on Equity 33.6%
Dividend Yield 1.3%
Index Average Grade
57.37
Country Breakdown
United States Of America 100.0%
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