MarketGrader US Growth Compounding Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
MSFT Microsoft Corporation 68.4 $3,080,510 US
AAPL Apple Inc. 61.7 $2,615,550 US
NVDA NVIDIA Corporation 81.0 $2,185,370 US
GOOGL Alphabet Inc. Class A 67.4 $1,919,660 US
AMZN Amazon.com, Inc. 59.6 $1,904,220 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
SHLS Shoals Technologies Group, Inc. Class A 53.9 $1,423 US
PRFT Perficient, Inc. 55.0 $1,617 US
AMPH Amphastar Pharmaceuticals, Inc. 73.3 $1,967 US
PLAY Dave & Buster's Entertainment, Inc. 53.0 $2,189 US
NABL N-able, Inc. 58.0 $2,258 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
AAPL Apple Inc. 61.7 34 US
TXN Texas Instruments Incorporated 52.8 34 US
GOOGL Alphabet Inc. Class A 67.4 33 US
UNP Union Pacific Corporation 53.5 33 US
AMGN Amgen Inc. 52.0 32 US
CSCO Cisco Systems, Inc. 59.5 32 US
MA Mastercard Incorporated Class A 66.0 32 US
MSFT Microsoft Corporation 68.4 32 US
NKE NIKE, Inc. Class B 56.2 32 US
PAYX Paychex, Inc. 64.8 32 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap $118,944
Median Market Cap $16,241
Avg. 3 Mo. Dollar Vol. $773,458,737
Avg. 3 Mo. Trading Vol. 4,026,614
Last Rebalance Date 03/18/2024
Companies Replaced 135
Biggest Sector Increase Consumer Staples
Biggest Sector Decrease Financials

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 23.3
Forward P/E Ratio (12 Mo.) 17.0
Price/Book Ratio 4.5
Avg. Revenue Chg. - 3 Yr 45.8%
Avg. Op. Income Chg. - 3 Yr. 69.5%
Avg. EPS Growth - 3 Yr. 20.2%
Avg. EPS Growth - 1 Yr. 12.9%
Avg. Operating Margin 18.8%
Avg. LT Debt to Total Capital 42.0%
Avg. Return on Equity 22.4%
Dividend Yield 0.8%
Index Average Grade
MarketGrader US Growth Compounding Portfolio 60.23
Country Breakdown
United States Of America 96.72%
Bermuda 1.26%
Cyprus 0.51%
Luxembourg 0.51%
Sweden 0.51%
United Kingdom 0.25%
Italy 0.25%
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