TC
Tacita Capital Portfolio holdings
AUM
$156M
1-Year Return
22.41%
This Quarter Return
+11.98%
1 Year Return
+22.41%
3 Year Return
+43.94%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$11.8M
(+8.3%)
Cap. Flow
-$3.67M
Cap. Flow
% of AUM
-2.4%
Top 10 Holdings %
Top 10 Hldgs %
41.74%
Holding
210
New
1
Increased
35
Reduced
40
Closed
9
Top Buys
| 1 |
Gildan
GIL
|
$561K |
| 2 |
Eldorado Gold
EGO
|
$467K |
| 3 |
Royal Bank of Canada
RY
|
$462K |
| 4 |
Fortis
FTS
|
$349K |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$297K |
Top Sells
| 1 |
Brookfield
BN
|
$584K |
| 2 |
Hudbay
HBM
|
$541K |
| 3 |
CGI
GIB
|
$520K |
| 4 |
Canadian Pacific Kansas City
CP
|
$489K |
| 5 |
Restaurant Brands International
QSR
|
$486K |
Sector Composition
| 1 | Financials | 13.74% |
| 2 | Utilities | 9.01% |
| 3 | Energy | 6.59% |
| 4 | Industrials | 4.92% |
| 5 | Technology | 3.36% |
