MarketGrader US Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
MSFT Microsoft Corporation 67.0 ¤2,734,069 US
NVDA NVIDIA Corporation 78.5 ¤2,476,356 US
GOOGL Alphabet Inc. Class A 75.2 ¤1,842,640 US
AMZN Amazon.com, Inc. 66.4 ¤1,831,806 US
META Meta Platforms Inc Class A 81.4 ¤1,270,580 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
UPS United Parcel Service, Inc. Class B 52.2 ¤81,771 US
NKE NIKE, Inc. Class B 50.0 ¤82,301 US
AMAT Applied Materials, Inc. 53.9 ¤111,678 US
C Citigroup Inc. 53.6 ¤118,132 US
HON Honeywell International Inc. 51.5 ¤126,464 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 67.0 32 US
GOOGL Alphabet Inc. Class A 75.2 31 US
MA Mastercard Incorporated Class A 53.8 24 US
JNJ Johnson & Johnson 57.1 23 US
QCOM QUALCOMM Incorporated 73.1 22 US
V Visa Inc. Class A 55.5 22 US
AMGN Amgen Inc. 54.2 21 US
HD Home Depot, Inc. 54.1 21 US
ORCL Oracle Corporation 59.0 21 US
META Meta Platforms Inc Class A 81.4 20 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤421,462
Median Market Cap ¤185,849
Avg. 3 Mo. Dollar Vol. ¤2,931,071,195
Avg. 3 Mo. Trading Vol. 18,475,001
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.) 23.0
Forward P/E Ratio (12 Mo.) 20.1
Price/Book Ratio 6.9
Avg. Revenue Chg. - 3 Yr 31.7%
Avg. Op. Income Chg. - 3 Yr. 30.3%
Avg. EPS Growth - 3 Yr. 10.9%
Avg. EPS Growth - 1 Yr. 12.5%
Avg. Operating Margin 22.1%
Avg. LT Debt to Total Capital 45.2%
Avg. Return on Equity 32.9%
Dividend Yield 1.2%
Index Average Grade
56.79
Country Breakdown
United States Of America 100.0%
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