MarketGrader US Growth Compounding 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
TBBK Bancorp Inc 72.3 ¤2,187 US
YETI YETI Holdings, Inc. 67.3 ¤2,306 US
ENVA Enova International Inc 65.4 ¤2,355 US
INDB Independent Bank Corp. 55.1 ¤2,375 US
TOWN TowneBank 58.2 ¤2,390 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
GOOGL Alphabet Inc. Class A 75.2 35 US
UNP Union Pacific Corporation 56.5 35 US
CTSH Cognizant Technology Solutions Corporati 62.3 34 US
MA Mastercard Incorporated Class A 53.8 34 US
MSFT Microsoft Corporation 67.0 34 US
NKE NIKE, Inc. Class B 50.0 34 US
PAYX Paychex, Inc. 65.0 34 US
TJX TJX Companies Inc 59.5 34 US
AMGN Amgen Inc. 54.2 33 US
JNJ Johnson & Johnson 57.1 33 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤111,621
Median Market Cap ¤16,043
Avg. 3 Mo. Dollar Vol. ¤862,762,595
Avg. 3 Mo. Trading Vol. 6,698,413
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.) 17.9
Forward P/E Ratio (12 Mo.) 14.4
Price/Book Ratio 3.4
Avg. Revenue Chg. - 3 Yr 27.6%
Avg. Op. Income Chg. - 3 Yr. 31.7%
Avg. EPS Growth - 3 Yr. 11.0%
Avg. EPS Growth - 1 Yr. 12.1%
Avg. Operating Margin 20.3%
Avg. LT Debt to Total Capital 41.6%
Avg. Return on Equity 21.0%
Dividend Yield 1.1%
Index Average Grade
US Growth Compounding Portfolio 61.71
Country Breakdown
United States Of America 95.97%
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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