TC

Tacita Capital Portfolio holdings

AUM $165M
1-Year Est. Return 17.96%
This Quarter Est. Return
1 Year Est. Return
+17.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$355K
2 +$343K
3 +$251K
4
SLF icon
Sun Life Financial
SLF
+$233K
5
RY icon
Royal Bank of Canada
RY
+$174K

Top Sells

1 +$486K
2 +$453K
3 +$405K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$373K
5
BAC icon
Bank of America
BAC
+$246K

Sector Composition

1 Financials 17.08%
2 Utilities 9.91%
3 Energy 5.92%
4 Technology 4.45%
5 Materials 3.73%