MarketGrader US Growth Compounding Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 78.5 ¤4,819,905 US
GOOGL Alphabet Inc. Class A 74.2 ¤4,064,834 US
AAPL Apple Inc. 66.7 ¤3,867,002 US
MSFT Microsoft Corporation 73.0 ¤3,120,695 US
AMZN Amazon.com, Inc. 63.1 ¤2,680,504 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
TDC Teradata Corporation 62.5 ¤2,468 US
HNI HNI Corporation 42.1 ¤2,547 US
ADMA ADMA Biologics, Inc. 64.1 ¤2,558 US
VCYT Veracyte, Inc. 66.7 ¤2,625 US
FBK FB Financial Corporation 54.7 ¤2,761 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
GOOGL Alphabet Inc. Class A 74.2 37 US
TXN Texas Instruments Incorporated 62.4 37 US
UNP Union Pacific Corporation 52.9 37 US
AAPL Apple Inc. 66.7 36 US
CTSH Cognizant Technology Solutions Corporati 62.0 36 US
MA Mastercard Incorporated Class A 67.3 36 US
MSFT Microsoft Corporation 73.0 36 US
TJX TJX Companies Inc 66.8 36 US
AMGN Amgen Inc. 65.4 35 US
JNJ Johnson & Johnson 62.9 35 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤142,539
Median Market Cap ¤20,829
Avg. 3 Mo. Dollar Vol. ¤911,018,554
Avg. 3 Mo. Trading Vol. 6,623,654
Last Rebalance Date 03/23/2026
Companies Replaced 116
Biggest Sector Increase Telecommunications
Biggest Sector Decrease Health Care

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 21.6
Forward P/E Ratio (12 Mo.) 15.4
Price/Book Ratio 4.0
Avg. Revenue Chg. - 3 Yr 28.6%
Avg. Op. Income Chg. - 3 Yr. 41.9%
Avg. EPS Growth - 3 Yr. 12.7%
Avg. EPS Growth - 1 Yr. 14.5%
Avg. Operating Margin 21.7%
Avg. LT Debt to Total Capital 38.9%
Avg. Return on Equity 20.4%
Dividend Yield 0.9%
Index Average Grade
US Growth Compounding Portfolio 61.03
Country Breakdown
United States Of America 95.27%
Bermuda 1.58%
United Kingdom 0.63%
Israel 0.63%
Luxembourg 0.32%
Sweden 0.32%
Ireland 0.32%
Switzerland 0.32%
Cyprus 0.32%
Finland 0.32%
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