THEMATIC
Thematic US Economy Outperform Index

TOPTIMAL

Index Performance

+0.34%
TOPTIMAL
+5.29%
SPY
+5.04%
QQQ

Overview

Description

The companies that tend to outperform in an economic environment that resembles what we are experiencing today- 1.1% quarterly GPG growth, 4.2% increase in PCE index, and a federal funds rate of 4.75%-5.00%. These companies enjoy strong consumer demand, have high operating leverage, and are able to maintain their gross margins despite rising input costs. Some possible subcategories within this theme are consumer cyclicals, energy and materials, and financial services.

  • TickerTOPTIMAL
  • Inception Date05/02/2023
  • WeightingEqual
  • # of holdings9
What's inside?

Holdings

All holdings as of May 24, 2024
CSV download
Alphabet, Inc. (GOOGL)14.12%$2.02T15.44%58.49%5.70
Apple, Inc. (AAPL)12.55%$2.91T-4.31%46.58%7.05
Dover Corp. (DOV)11.95%$25.31B0.72%36.83%3.29
Caterpillar, Inc. (CAT)11.50%$170.63B-0.40%37.20%3.21
AMETEK, Inc. (AME)10.92%$40.20B8.71%34.07%6.72
Nucor Corp. (NUE)10.38%$41.06B-6.58%18.78%1.48
The Sherwin-Williams Co. (SHW)10.38%$77.29B-1.38%47.16%4.41
Monster Beverage Corp. (MNST)9.93%$54.90B11.78%54.09%8.01
CVS Health Corp. (CVS)8.27%$69.72B3.60%14.22%0.47
Market data by FactSet

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