FCFEQ
Index Performance
-2.73%
FCFEQ
-0.28%
DJI
-1.34%
FTW5000
-0.94%
SPY
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 September 28, 2023
CSV download
| FactSet Research Systems, Inc. (FDS) | 3.36% | $16.601B | 7.31% | 50.79% | 8.78x |
| VeriSign, Inc. (VRSN) | 3.28% | $20.675B | 5.71% | 86.48% | 16.65x |
| Cadence Design Systems, Inc. (CDNS) | 3.25% | $62.688B | 13.88% | 89.64% | 16.79x |
| NVR, Inc. (NVR) | 3.24% | $19.393B | -13.42% | 24.67% | 2.07x |
| Gartner, Inc. (IT) | 3.21% | $27.525B | 9.20% | 64.47% | 5.20x |
| Roper Technologies, Inc. (ROP) | 3.19% | $51.929B | 16.81% | 69.69% | 9.83x |
| Alibaba Group Holding Ltd. (BABA) | 3.19% | $219.601B | 7.31% | 38.15% | 1.36x |
| Broadcom Inc. (AVGO) | 3.17% | $337.126B | 4.87% | 65.51% | 11.61x |
| Thermo Fisher Scientific, Inc. (TMO) | 3.17% | $192.315B | -2.58% | 39.95% | 5.36x |
| Wolters Kluwer NV (WKL) | 3.16% | $29.141B | 14.29% | 68.49% | 5.00x |
| Eurofins Scientific SE (ERF) | 3.15% | $11.000B | -0.08% | 12.28% | 2.51x |
| Dollarama, Inc. (DOL) | 3.14% | $19.466B | 19.63% | 38.75% | 5.24x |
| Accenture Plc (ACN) | 3.13% | $208.846B | 3.64% | 32.42% | 3.15x |
| Discover Financial Services (DFS) | 3.13% | $21.311B | 34.96% | N/A | 2.32x |
| West Pharmaceutical Services, Inc. (WST) | 3.12% | $27.711B | -2.26% | 38.74% | 9.90x |
| Rentokil Initial Plc (RTO) | 3.12% | $17.929B | 25.73% | 26.31% | 3.62x |
| Constellation Software, Inc. (CSU) | 3.12% | $43.197B | 32.55% | 21.53% | 6.10x |
| Fortinet, Inc. (FTNT) | 3.12% | $45.659B | 25.50% | 76.77% | 11.60x |
| Mettler-Toledo International, Inc. (MTD) | 3.11% | $24.003B | 0.38% | 57.58% | 7.85x |
| Infosys Ltd. (INFY) | 3.10% | $73.273B | 3.37% | 30.45% | 3.51x |
| Intuit, Inc. (INTU) | 3.09% | $142.439B | 12.34% | 69.25% | 10.29x |
| Ecolab, Inc. (ECL) | 3.09% | $47.849B | 7.58% | 39.53% | 4.20x |
| CGI, Inc. (GIB.A) | 3.08% | $20.499B | 11.19% | 15.96% | 2.52x |
| Salesforce, Inc. (CRM) | 3.08% | $197.256B | 11.44% | 67.33% | 6.75x |
| The Home Depot, Inc. (HD) | 3.07% | $301.840B | -2.00% | 31.47% | 2.45x |
| L'Oréal SA (LRLCY) | 3.06% | $217.754B | 5.37% | 71.51% | 4.84x |
| Charles River Laboratories International, Inc. (CRL) | 3.05% | $9.995B | 8.92% | 34.41% | 3.29x |
| Novo Nordisk A/S (NOVO.B) | 3.05% | $312.313B | 31.59% | 85.53% | N/A |
| M3, Inc. (2413) | 3.04% | $12.464B | 0.70% | 60.35% | 8.61x |
| LVMH Moët Hennessy Louis Vuitton SE (MC) | 3.03% | $369.884B | 23.31% | 68.44% | 4.64x |
| Teleflex, Inc. (TFX) | 3.02% | $9.234B | 5.50% | 55.13% | 4.44x |
| Workday, Inc. (WDAY) | 2.85% | $47.778B | 15.33% | 74.68% | 8.90x |
Market data by FactSet
