| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| AAPL | Apple Inc. | 55.5 | $2,743,650 | US |
| MSFT | Microsoft Corporation | 63.2 | $2,383,240 | US |
| GOOGL | Alphabet Inc. Class A | 66.1 | $1,686,330 | US |
| NVDA | NVIDIA Corporation | 71.5 | $1,043,300 | US |
| TSLA | Tesla, Inc. | 68.1 | $833,458 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| EPM | Evolution Petroleum Corporation | 61.5 | $232 | US |
| ASRT | Assertio Holdings, Inc. | 77.3 | $243 | US |
| SOI | Solaris Oilfield Infrastructure, Inc. Cl | 68.7 | $316 | US |
| SJT | San Juan Basin Royalty Trust | 74.2 | $321 | US |
| VYGR | Voyager Therapeutics, Inc. | 82.2 | $338 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| MSFT | Microsoft Corporation | 63.2 | 47 | US |
| AMGN | Amgen Inc. | 68.5 | 43 | US |
| HD | Home Depot, Inc. | 57.1 | 42 | US |
| AAPL | Apple Inc. | 55.5 | 40 | US |
| FDS | FactSet Research Systems Inc. | 61.7 | 39 | US |
| PEP | PepsiCo, Inc. | 58.1 | 38 | US |
| ROST | Ross Stores, Inc. | 68.4 | 38 | US |
| TJX | TJX Companies Inc | 66.8 | 37 | US |
| JNJ | Johnson & Johnson | 54.2 | 37 | US |
| NVR | NVR, Inc. | 69.6 | 36 | US |
| Average Market Cap | $60,939 |
| Median Market Cap | $10,331 |
| Avg. 3 Mo. Dollar Vol. | $394,602,728 |
| Avg. 3 Mo. Trading Vol. | 2,750,435 |
| Last Rebalance Date | 09/18/2023 |
| Companies Replaced | 158 |
| Biggest Sector Increase | Energy |
| Biggest Sector Decrease | Consumer Discretionary |
| Companies Overlapping S&P 500 | 167 |
| Trailing P/E Ratio (12 Mo.) | 12.8 |
| Forward P/E Ratio (12 Mo.) | 13.0 |
| Price/Book Ratio | 3.1 |
| Avg. Revenue Chg. - 3 Yr | 54.3% |
| Avg. Op. Income Chg. - 3 Yr. | 105.2% |
| Avg. EPS Growth - 3 Yr. | 26.9% |
| Avg. EPS Growth - 1 Yr. | 19.1% |
| Avg. Operating Margin | 23.5% |
| Avg. LT Debt to Total Capital | 34.6% |
| Avg. Return on Equity | 26.2% |
| Dividend Yield | 1.3% |
| Beta to SPX | 0.86 |
| Barron's 400 Index | 68.98 |
| S&P 500 Index | |
| Dow Jones Industrial Average | |
| DJ U.S. TSM |
| United States Of America | 97.5% |
| Bermuda | 1.0% |
| Puerto Rico | 0.75% |
| Cayman Islands | 0.25% |
| Cyprus | 0.25% |
