THEMATIC
FCF/Share Growth Equal Weighted Index

FCFEQ

$FCFEQ

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%$32.85B35.55%N/A2.37
Broadcom Inc. (AVGO)3.33%$614.22B34.17%55.81%16.36
NVR, Inc. (NVR)3.32%$25.81B-10.14%24.17%2.35
M3, Inc. (2413)3.29%$9.72B1.37%60.01%6.33
Teleflex, Inc. (TFX)3.26%$10.64B6.57%55.37%4.54
Charles River Laboratories International, Inc. (CRL)3.25%$13.91B3.86%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%$84.86B14.83%88.92%18.08
Intuit, Inc. (INTU)3.22%$181.99B11.34%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%$60.02B15.00%69.72%10.50
Fortinet, Inc. (FTNT)3.18%$52.12B20.09%76.32%8.44
Salesforce, Inc. (CRM)3.17%$292.14B11.18%67.42%7.92
West Pharmaceutical Services, Inc. (WST)3.17%$28.97B2.27%38.38%8.80
Ecolab, Inc. (ECL)3.16%$65.92B7.98%40.32%4.22
Workday, Inc. (WDAY)3.15%$57.55B16.11%75.39%10.10
Gartner, Inc. (IT)3.14%$37.16B7.87%64.54%6.38
Mettler-Toledo International, Inc. (MTD)3.12%$28.59B-3.35%57.26%7.60
VeriSign, Inc. (VRSN)3.09%$19.12B4.79%86.79%14.86
Wolters Kluwer NV (WKL)3.09%$38.13B2.40%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%$57.63B31.62%37.35%6.52
Rentokil Initial Plc (RTO)3.06%$14.94B44.72%27.85%2.66
Alibaba Group Holding Ltd. (BABA)3.06%$182.71B3.45%34.39%1.12
Dollarama, Inc. (DOL)3.03%$21.33B14.59%39.87%5.40
L'Oréal SA (LRLCY)3.02%$251.59B10.72%73.74%6.11
FactSet Research Systems, Inc. (FDS)2.97%$17.31B5.99%53.27%8.88
Novo Nordisk A/S (NOVO.B)2.95%$433.98B31.26%83.29%13.50
LVMH Moët Hennessy Louis Vuitton SE (MC)2.92%$450.03B8.80%68.80%4.60
CGI, Inc. (GIB.A)2.90%$22.38B4.43%15.96%2.43
Infosys Ltd. (INFY)2.89%$74.59B0.03%29.80%4.03
Accenture Plc (ACN)2.87%$232.37B-0.09%30.91%3.68
Market data by FactSet