THEMATIC
FCF/Share Growth Equal Weighted Index

FCFEQ

$FCFEQ

Index Performance

+13.22%
FCFEQ
+12.21%
SPY
+12.57%
VTI
+10.44%
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 February 29, 2024
CSV download
Novo Nordisk A/S (NOVO.B)3.65%$406.07B31.26%83.29%13.50
Fortinet, Inc. (FTNT)3.48%$52.73B20.09%76.32%8.44
Salesforce, Inc. (CRM)3.44%$298.94B11.18%72.94%7.89
Broadcom Inc. (AVGO)3.37%$608.81B7.88%65.05%10.70
Dollarama, Inc. (DOL)3.36%$21.74B14.59%39.87%5.40
Ecolab, Inc. (ECL)3.34%$64.19B7.98%40.32%4.22
Discover Financial Services (DFS)3.32%$30.24B35.55%N/A2.37
LVMH Moët Hennessy Louis Vuitton SE (MC)3.28%$457.45B8.80%68.80%4.60
Constellation Software, Inc. (CSU)3.27%$58.96B26.56%23.94%5.95
Cadence Design Systems, Inc. (CDNS)3.27%$82.86B14.83%88.92%18.08
Wolters Kluwer NV (WKL)3.26%$38.29B2.40%71.78%6.14
NVR, Inc. (NVR)3.23%$24.30B-10.14%24.17%2.35
Thermo Fisher Scientific, Inc. (TMO)3.21%$217.42B-4.58%40.12%5.47
Charles River Laboratories International, Inc. (CRL)3.21%$13.05B3.86%33.70%3.65
Accenture Plc (ACN)3.18%$234.98B3.03%33.64%3.24
Intuit, Inc. (INTU)3.18%$185.60B11.34%71.20%12.21
Workday, Inc. (WDAY)3.15%$61.58B17.11%75.60%10.02
The Home Depot, Inc. (HD)3.13%$378.81B-3.01%31.63%2.65
CGI, Inc. (GIB.A)3.13%$23.37B4.43%15.96%2.43
Infosys Ltd. (INFY)3.12%$83.83B0.03%29.80%4.03
Gartner, Inc. (IT)3.05%$36.30B7.87%64.54%6.38
Mettler-Toledo International, Inc. (MTD)3.05%$26.79B-3.35%57.26%7.60
Rentokil Initial Plc (RTO)2.99%$13.94B25.73%N/A3.62
FactSet Research Systems, Inc. (FDS)2.96%$17.62B7.41%53.59%8.88
Alibaba Group Holding Ltd. (BABA)2.94%$189.50B3.45%34.39%1.12
Roper Technologies, Inc. (ROP)2.94%$58.30B15.00%69.72%10.50
West Pharmaceutical Services, Inc. (WST)2.92%$26.27B2.27%38.38%8.80
L'Oréal SA (LRLCY)2.87%$254.74B10.72%73.86%6.11
Eurofins Scientific SE (ERF)2.76%$11.42B-2.94%8.17%2.37
VeriSign, Inc. (VRSN)2.75%$19.70B4.79%86.79%14.86
M3, Inc. (2413)2.66%$9.73B1.37%60.01%6.33
Teleflex, Inc. (TFX)2.55%$10.48B6.57%55.37%4.54
Market data by FactSet