TC
Tacita Capital Portfolio holdings
AUM
$156M
This Quarter Return
+10.83%
1 Year Return
+22.41%
3 Year Return
+43.94%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+5.6%)
Cap. Flow
-$6.08M
Cap. Flow
% of AUM
-4.5%
Top 10 Holdings %
Top 10 Hldgs %
37.03%
Holding
227
New
34
Increased
41
Reduced
69
Closed
8
Top Buys
| 1 |
TC Energy
TRP
|
$1.08M |
| 2 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$458K |
| 3 |
Imperial Oil
IMO
|
$420K |
| 4 |
Brookfield Infrastructure Partners
BIP
|
$332K |
| 5 |
Brookfield Renewable
BEP
|
$288K |
Top Sells
Sector Composition
| 1 | Financials | 13.25% |
| 2 | Utilities | 8.48% |
| 3 | Industrials | 7.06% |
| 4 | Energy | 6.7% |
| 5 | Technology | 4.99% |