MarketGrader US Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 78.1 ¤5,050,269 US
GOOGL Alphabet Inc. Class A 80.1 ¤4,822,564 US
AAPL Apple Inc. 66.0 ¤4,222,774 US
MSFT Microsoft Corporation 75.3 ¤3,075,073 US
AMZN Amazon.com, Inc. 72.1 ¤2,958,095 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
CRM Salesforce, Inc. 65.5 ¤148,223 US
SCCO Southern Copper Corporation 75.7 ¤151,922 US
ISRG Intuitive Surgical, Inc. 71.9 ¤159,986 US
GILD Gilead Sciences, Inc. 71.0 ¤169,178 US
TJX TJX Companies Inc 66.8 ¤172,054 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 75.3 34 US
AAPL Apple Inc. 66.0 33 US
GOOGL Alphabet Inc. Class A 80.1 33 US
MA Mastercard Incorporated Class A 64.8 26 US
JNJ Johnson & Johnson 51.9 25 US
V Visa Inc. Class A 67.4 24 US
ORCL Oracle Corporation 70.5 23 US
AMGN Amgen Inc. 62.2 22 US
META Meta Platforms Inc Class A 77.5 22 US
JPM JPMorgan Chase & Co. 63.6 21 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤764,635
Median Market Cap ¤319,085
Avg. 3 Mo. Dollar Vol. ¤3,844,352,879
Avg. 3 Mo. Trading Vol. 18,148,108
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.) 28.5
Forward P/E Ratio (12 Mo.) 23.5
Price/Book Ratio 10.0
Avg. Revenue Chg. - 3 Yr 23.6%
Avg. Op. Income Chg. - 3 Yr. 49.6%
Avg. EPS Growth - 3 Yr. 17.9%
Avg. EPS Growth - 1 Yr. 14.5%
Avg. Operating Margin 27.0%
Avg. LT Debt to Total Capital 45.3%
Avg. Return on Equity 33.4%
Dividend Yield 1%
Index Average Grade
62.67
Country Breakdown
United States Of America 100.0%
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