MarketGrader US Growth Compounding Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 80.6 ¤3,836,900 US
MSFT Microsoft Corporation 71.2 ¤3,650,046 US
AMZN Amazon.com, Inc. 62.0 ¤2,334,759 US
GOOGL Alphabet Inc. Class A 77.7 ¤2,167,796 US
META Meta Platforms Inc Class A 78.6 ¤1,794,022 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
SRPT Sarepta Therapeutics, Inc. 27.0 ¤1,788 US
SAM Boston Beer Company, Inc. Class A 53.9 ¤2,288 US
DOCN DigitalOcean Holdings, Inc. 56.5 ¤2,585 US
OGN Organon & Co. 46.3 ¤2,639 US
TOWN TowneBank 62.0 ¤2,661 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
GOOGL Alphabet Inc. Class A 77.7 35 US
UNP Union Pacific Corporation 50.5 35 US
CTSH Cognizant Technology Solutions Corporati 67.8 34 US
MA Mastercard Incorporated Class A 64.6 34 US
MSFT Microsoft Corporation 71.2 34 US
NKE NIKE, Inc. Class B 50.5 34 US
PAYX Paychex, Inc. 65.0 34 US
TJX TJX Companies Inc 54.6 34 US
AMGN Amgen Inc. 62.2 33 US
JNJ Johnson & Johnson 61.8 33 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤139,538
Median Market Cap ¤19,516
Avg. 3 Mo. Dollar Vol. ¤799,598,454
Avg. 3 Mo. Trading Vol. 6,168,674
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.) 21.6
Forward P/E Ratio (12 Mo.) 17.0
Price/Book Ratio 3.9
Avg. Revenue Chg. - 3 Yr 26.0%
Avg. Op. Income Chg. - 3 Yr. 27.4%
Avg. EPS Growth - 3 Yr. 10.5%
Avg. EPS Growth - 1 Yr. 13.2%
Avg. Operating Margin 20.5%
Avg. LT Debt to Total Capital 42.2%
Avg. Return on Equity 20.5%
Dividend Yield 1%
Index Average Grade
US Growth Compounding Portfolio 58.34
Country Breakdown
United States Of America 95.47%
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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