MarketGrader US Growth Compounding Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
MSFT Microsoft Corporation 71.2 ¤3,260,878 US
NVDA NVIDIA Corporation 77.8 ¤2,844,814 US
AMZN Amazon.com, Inc. 62.8 ¤2,049,602 US
GOOGL Alphabet Inc. Class A 79.0 ¤1,853,621 US
META Meta Platforms Inc Class A 80.1 ¤1,489,609 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
OGN Organon & Co. 46.3 ¤2,264 US
YETI YETI Holdings, Inc. 70.4 ¤2,332 US
ENVA Enova International Inc 62.4 ¤2,401 US
TBBK Bancorp Inc 67.7 ¤2,403 US
TOWN TowneBank 59.7 ¤2,543 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
GOOGL Alphabet Inc. Class A 79.0 35 US
UNP Union Pacific Corporation 51.7 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 50.0 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 61.4 33 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤121,886
Median Market Cap ¤17,135
Avg. 3 Mo. Dollar Vol. ¤821,278,007
Avg. 3 Mo. Trading Vol. 6,600,464
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.) 19.4
Forward P/E Ratio (12 Mo.) 15.4
Price/Book Ratio 3.6
Avg. Revenue Chg. - 3 Yr 26.0%
Avg. Op. Income Chg. - 3 Yr. 27.6%
Avg. EPS Growth - 3 Yr. 10.6%
Avg. EPS Growth - 1 Yr. 12.9%
Avg. Operating Margin 20.3%
Avg. LT Debt to Total Capital 42.0%
Avg. Return on Equity 20.5%
Dividend Yield 1%
Index Average Grade
US Growth Compounding Portfolio 59.46
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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