TC

Tacita Capital Portfolio holdings

AUM $156M
1-Year Est. Return 22.41%
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$458K
3 +$420K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$332K
5
BEP icon
Brookfield Renewable
BEP
+$288K

Sector Composition

1 Financials 13.25%
2 Utilities 8.48%
3 Industrials 7.06%
4 Energy 6.7%
5 Technology 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-227
227
-10,800