We are live on
!
Find out more
TC
Tacita Capital Portfolio holdings
AUM
$169M
1-Year Est. Return
24.7%
This Fund
S&P 500
1 Year Est. Return
+24.7%
AUM
$169M
AUM Growth
-$3.71M
(-2.1%)
Holding
256
Top Buys
| 1 | +$876K | |
| 2 | +$732K | |
| 3 | +$403K | |
| 4 |
Equinix
EQIX
|
+$302K |
| 5 |
Algonquin Power & Utilities
AQN
|
+$236K |
Top Sells
| 1 | +$3.28M | |
| 2 | +$812K | |
| 3 | +$780K | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$660K |
| 5 |
Shopify
SHOP
|
+$514K |
Sector Composition
| 1 | Financials | 17.76% |
| 2 | Utilities | 10.71% |
| 3 | Energy | 8.39% |
| 4 | Materials | 3.49% |
| 5 | Technology | 3.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NGD
251
DELISTED
New Gold Inc
NGD
| – | – |
-93,087
|
|
||
252
Applied Materials
AMAT
$391B
| – | – |
-6
|
|
||
253
Palo Alto Networks
PANW
$217B
| – | – |
-63
|
|
||
254
Sprott Physical Silver Trust
PSLV
$13.7B
| – | – |
-4,430
|
|
||
255
PayPal
PYPL
$36.4B
| – | – |
-467
|
|
||
256
Stantec
STN
$8.38B
| – | – |
-728
|
|