MarketGrader US Growth Compounding Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 79.8 ¤4,392,000 US
MSFT Microsoft Corporation 71.9 ¤3,981,503 US
GOOGL Alphabet Inc. Class A 77.2 ¤2,359,204 US
AMZN Amazon.com, Inc. 67.1 ¤2,257,226 US
META Meta Platforms Inc Class A 81.0 ¤1,950,210 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
SRPT Sarepta Therapeutics, Inc. 27.0 ¤1,681 US
SAM Boston Beer Company, Inc. Class A 56.0 ¤2,378 US
DOCN DigitalOcean Holdings, Inc. 56.8 ¤2,459 US
OGN Organon & Co. 46.1 ¤2,514 US
ENVA Enova International Inc 68.0 ¤2,566 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
GOOGL Alphabet Inc. Class A 77.2 35 US
UNP Union Pacific Corporation 56.3 35 US
CTSH Cognizant Technology Solutions Corporati 64.5 34 US
MA Mastercard Incorporated Class A 63.6 34 US
MSFT Microsoft Corporation 71.9 34 US
NKE NIKE, Inc. Class B 48.1 34 US
PAYX Paychex, Inc. 54.4 34 US
TJX TJX Companies Inc 54.6 34 US
AMGN Amgen Inc. 62.2 33 US
JNJ Johnson & Johnson 64.4 33 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤145,262
Median Market Cap ¤19,671
Avg. 3 Mo. Dollar Vol. ¤760,368,229
Avg. 3 Mo. Trading Vol. 5,457,892
Last Rebalance Date 03/24/2025
Companies Replaced 151
Biggest Sector Increase Financials
Biggest Sector Decrease Energy

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 21.0
Forward P/E Ratio (12 Mo.) 16.8
Price/Book Ratio 4.0
Avg. Revenue Chg. - 3 Yr 25.7%
Avg. Op. Income Chg. - 3 Yr. 38.6%
Avg. EPS Growth - 3 Yr. 12.0%
Avg. EPS Growth - 1 Yr. 15.2%
Avg. Operating Margin 20.6%
Avg. LT Debt to Total Capital 41.3%
Avg. Return on Equity 20.6%
Dividend Yield 0.9%
Index Average Grade
US Growth Compounding Portfolio 59.05
Country Breakdown
United States Of America 95.21%
United Kingdom 1.01%
Ireland 1.01%
Bermuda 0.76%
Sweden 0.5%
Switzerland 0.25%
Cyprus 0.25%
Luxembourg 0.25%
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