MarketGrader US Balanced Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 79.2 ¤5,305,124 US
AAPL Apple Inc. 62.8 ¤4,538,796 US
GOOGL Alphabet Inc. Class A 76.9 ¤4,432,519 US
MSFT Microsoft Corporation 78.7 ¤3,619,658 US
AMZN Amazon.com, Inc. 75.9 ¤2,940,885 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
ISRG Intuitive Surgical, Inc. 67.2 ¤132,550 US
T AT&T Inc 57.8 ¤158,016 US
CRM Salesforce, Inc. 69.2 ¤158,051 US
GILD Gilead Sciences, Inc. 71.3 ¤163,589 US
SCCO Southern Copper Corporation 76.3 ¤164,363 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 78.7 34 US
AAPL Apple Inc. 62.8 33 US
GOOGL Alphabet Inc. Class A 76.9 33 US
MA Mastercard Incorporated Class A 65.9 26 US
JNJ Johnson & Johnson 54.7 25 US
V Visa Inc. Class A 62.2 24 US
ORCL Oracle Corporation 67.3 23 US
AMGN Amgen Inc. 61.8 22 US
META Meta Platforms Inc Class A 67.7 22 US
JPM JPMorgan Chase & Co. 69.8 21 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤800,822
Median Market Cap ¤341,838
Avg. 3 Mo. Dollar Vol. ¤5,056,346,999
Avg. 3 Mo. Trading Vol. 19,086,518
Last Rebalance Date 03/23/2026
Companies Replaced 17
Biggest Sector Increase Consumer Staples
Biggest Sector Decrease Financials

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 27.2
Forward P/E Ratio (12 Mo.) 21.9
Price/Book Ratio 8.6
Avg. Revenue Chg. - 3 Yr 28.7%
Avg. Op. Income Chg. - 3 Yr. 52.3%
Avg. EPS Growth - 3 Yr. 16.7%
Avg. EPS Growth - 1 Yr. 14.4%
Avg. Operating Margin 27.5%
Avg. LT Debt to Total Capital 44.0%
Avg. Return on Equity 34.1%
Dividend Yield 1.1%
Index Average Grade
62.25
Country Breakdown
United States Of America 100.0%
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