TC
Tacita Capital Portfolio holdings
AUM
$156M
1-Year Return
22.41%
This Quarter Return
+3.08%
1 Year Return
+22.41%
3 Year Return
+43.94%
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$3.34M
(+2.5%)
Cap. Flow
-$28K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
39.46%
Holding
198
New
10
Increased
25
Reduced
23
Closed
7
Top Buys
| 1 |
ATS Corp
ATS
|
$611K |
| 2 |
Shopify
SHOP
|
$594K |
| 3 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$484K |
| 4 |
Open Text
OTEX
|
$442K |
| 5 |
Thomson Reuters
TRI
|
$350K |
Top Sells
Sector Composition
| 1 | Financials | 11.97% |
| 2 | Utilities | 8.13% |
| 3 | Industrials | 6.78% |
| 4 | Energy | 5.49% |
| 5 | Technology | 4.36% |
