FCFEQ
Index Performance
-2.33%
FCFEQ
+0.05%
DJI
-1.45%
FTW5000
-1.05%
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 22, 2023
CSV download
| FactSet Research Systems, Inc. (FDS) | 3.27% | $16.625B | 7.31% | 50.79% | 8.78x |
| Gartner, Inc. (IT) | 3.26% | $28.082B | 9.20% | 64.47% | 5.20x |
| Alibaba Group Holding Ltd. (BABA) | 3.25% | $223.470B | 7.31% | 38.15% | 1.36x |
| Accenture Plc (ACN) | 3.24% | $209.982B | 2.51% | 33.35% | 3.00x |
| Infosys Ltd. (INFY) | 3.21% | $74.706B | 3.37% | 30.45% | 3.51x |
| Eurofins Scientific SE (ERF) | 3.21% | $11.274B | -0.08% | 12.28% | 2.51x |
| Wolters Kluwer NV (WKL) | 3.20% | $29.606B | 14.29% | 68.49% | 5.00x |
| Roper Technologies, Inc. (ROP) | 3.20% | $52.819B | 16.81% | 69.69% | 9.83x |
| VeriSign, Inc. (VRSN) | 3.19% | $20.598B | 5.71% | 86.48% | 16.65x |
| Rentokil Initial Plc (RTO) | 3.17% | $18.445B | 25.73% | 26.31% | 3.62x |
| Cadence Design Systems, Inc. (CDNS) | 3.16% | $62.691B | 13.88% | 89.64% | 16.79x |
| NVR, Inc. (NVR) | 3.14% | $19.464B | -13.42% | 24.67% | 2.07x |
| Dollarama, Inc. (DOL) | 3.14% | $19.606B | 19.63% | 38.75% | 5.24x |
| LVMH Moët Hennessy Louis Vuitton SE (MC) | 3.14% | $391.101B | 23.31% | 68.44% | 4.64x |
| Thermo Fisher Scientific, Inc. (TMO) | 3.12% | $194.052B | -2.58% | 39.95% | 5.36x |
| Broadcom Inc. (AVGO) | 3.12% | $342.191B | 4.87% | 65.51% | 11.61x |
| Discover Financial Services (DFS) | 3.11% | $21.793B | 34.96% | N/A | 2.32x |
| L'Oréal SA (LRLCY) | 3.10% | $226.299B | 5.37% | 71.51% | 4.84x |
| Ecolab, Inc. (ECL) | 3.10% | $49.020B | 7.58% | 39.53% | 4.20x |
| Salesforce, Inc. (CRM) | 3.08% | $200.856B | 11.44% | 67.33% | 6.75x |
| M3, Inc. (2413) | 3.08% | $12.573B | 0.70% | 60.35% | 8.61x |
| Charles River Laboratories International, Inc. (CRL) | 3.08% | $10.235B | 8.92% | 34.41% | 3.29x |
| Workday, Inc. (WDAY) | 3.07% | $47.780B | 15.33% | 74.68% | 8.90x |
| Teleflex, Inc. (TFX) | 3.06% | $9.587B | 5.50% | 55.13% | 4.44x |
| CGI, Inc. (GIB.A) | 3.06% | $20.787B | 11.19% | 15.96% | 2.52x |
| Fortinet, Inc. (FTNT) | 3.06% | $45.738B | 25.50% | 76.77% | 11.60x |
| The Home Depot, Inc. (HD) | 3.05% | $305.750B | -2.00% | 31.47% | 2.45x |
| Constellation Software, Inc. (CSU) | 3.04% | $42.475B | 32.55% | 21.53% | 6.10x |
| Intuit, Inc. (INTU) | 3.03% | $142.532B | 12.34% | 69.25% | 10.29x |
| West Pharmaceutical Services, Inc. (WST) | 3.03% | $27.514B | -2.26% | 38.74% | 9.90x |
| Mettler-Toledo International, Inc. (MTD) | 3.02% | $24.052B | 0.38% | 57.58% | 7.85x |
| Novo Nordisk A/S (NOVO.B) | 3.01% | $311.838B | 31.59% | 85.53% | N/A |
Market data by FactSet
