Index Performance
+5.99%
FCFEQ
+10.41%
SPY
+9.91%
VTI
+6.23%
DIA
Overview
Description
Inspired by @JohnHuber72 an Index of >$10B market cap businesses (33 in total) with ≥ 9 periods of positive FCF/share growth over last decade, an FCF/sh CAGR >10%, and average net debt/EBITDA <3.0x
- TickerFCFEQ
- Inception Date09/01/2022
- WeightingEqual
- # of holdings32
What's inside?
Holdings
All holdings as of March 28, 2024
CSV download
Discover Financial Services (DFS) | 3.38% | $32.85B | 35.55% | N/A | 2.37 |
Broadcom Inc. (AVGO) | 3.33% | $614.22B | 34.17% | 55.81% | 16.36 |
NVR, Inc. (NVR) | 3.32% | $25.81B | -10.14% | 24.17% | 2.35 |
M3, Inc. (2413) | 3.29% | $9.72B | 1.37% | 60.01% | 6.33 |
Teleflex, Inc. (TFX) | 3.26% | $10.64B | 6.57% | 55.37% | 4.54 |
Charles River Laboratories International, Inc. (CRL) | 3.25% | $13.91B | 3.86% | 33.70% | 3.65 |
Eurofins Scientific SE (ERF) | 3.24% | $12.30B | -2.94% | 9.52% | 2.37 |
Cadence Design Systems, Inc. (CDNS) | 3.24% | $84.86B | 14.83% | 88.92% | 18.08 |
Intuit, Inc. (INTU) | 3.22% | $181.99B | 11.34% | 71.20% | 12.21 |
The Home Depot, Inc. (HD) | 3.21% | $380.15B | -3.01% | 31.63% | 2.65 |
Roper Technologies, Inc. (ROP) | 3.18% | $60.02B | 15.00% | 69.72% | 10.50 |
Fortinet, Inc. (FTNT) | 3.18% | $52.12B | 20.09% | 76.32% | 8.44 |
Salesforce, Inc. (CRM) | 3.17% | $292.14B | 11.18% | 67.42% | 7.92 |
West Pharmaceutical Services, Inc. (WST) | 3.17% | $28.97B | 2.27% | 38.38% | 8.80 |
Ecolab, Inc. (ECL) | 3.16% | $65.92B | 7.98% | 40.32% | 4.22 |
Workday, Inc. (WDAY) | 3.15% | $57.55B | 16.11% | 75.39% | 10.10 |
Gartner, Inc. (IT) | 3.14% | $37.16B | 7.87% | 64.54% | 6.38 |
Mettler-Toledo International, Inc. (MTD) | 3.12% | $28.59B | -3.35% | 57.26% | 7.60 |
VeriSign, Inc. (VRSN) | 3.09% | $19.12B | 4.79% | 86.79% | 14.86 |
Wolters Kluwer NV (WKL) | 3.09% | $38.13B | 2.40% | 63.90% | 6.14 |
Thermo Fisher Scientific, Inc. (TMO) | 3.09% | $221.62B | -4.58% | 40.12% | 5.47 |
Constellation Software, Inc. (CSU) | 3.07% | $57.63B | 31.62% | 37.35% | 6.52 |
Rentokil Initial Plc (RTO) | 3.06% | $14.94B | 44.72% | 27.85% | 2.66 |
Alibaba Group Holding Ltd. (BABA) | 3.06% | $182.71B | 3.45% | 34.39% | 1.12 |
Dollarama, Inc. (DOL) | 3.03% | $21.33B | 14.59% | 39.87% | 5.40 |
L'Oréal SA (LRLCY) | 3.02% | $251.59B | 10.72% | 73.74% | 6.11 |
FactSet Research Systems, Inc. (FDS) | 2.97% | $17.31B | 5.99% | 53.27% | 8.88 |
Novo Nordisk A/S (NOVO.B) | 2.95% | $433.98B | 31.26% | 83.29% | 13.50 |
LVMH Moët Hennessy Louis Vuitton SE (MC) | 2.92% | $450.03B | 8.80% | 68.80% | 4.60 |
CGI, Inc. (GIB.A) | 2.90% | $22.38B | 4.43% | 15.96% | 2.43 |
Infosys Ltd. (INFY) | 2.89% | $74.59B | 0.03% | 29.80% | 4.03 |
Accenture Plc (ACN) | 2.87% | $232.37B | -0.09% | 30.91% | 3.68 |
Market data by FactSet