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
This Quarter Est. Return
1 Year Est. Return
+24.7%
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
+$333K
2
+$311K
3
+$245K
4
SLF icon
Sun Life Financial
SLF
+$233K
5
RY icon
Royal Bank of Canada
RY
+$163K

Top Sells

1
+$535K
2
+$486K
3
+$359K
4
CLS icon
Celestica
CLS
+$331K
5
BAC icon
Bank of America
BAC
+$232K

Sector Composition

1 Financials 17.09%
2 Utilities 9.91%
3 Energy 5.92%
4 Technology 4.44%
5 Materials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20.5K 0.01%
60
177
$20.3K 0.01%
21
178
$19.5K 0.01%
145
179
$19.5K 0.01%
79
180
$19.1K 0.01%
100
181
$18.3K 0.01%
60
182
$17.7K 0.01%
237
+112
183
$16.8K 0.01%
500
184
$16.3K 0.01%
960
185
$15.2K 0.01%
133
186
$14.8K 0.01%
+45
187
$14.7K 0.01%
467
188
$14.6K 0.01%
200
189
$14.5K 0.01%
42
190
$13.5K 0.01%
87
191
$12.8K 0.01%
+63
192
$12.7K 0.01%
45
193
$12.6K 0.01%
1,409
194
$12.6K 0.01%
45
195
$11.7K 0.01%
+10
196
$11.1K 0.01%
90
197
$9.73K 0.01%
+20
198
$9.61K 0.01%
238
199
$9.38K 0.01%
169
200
$9.34K 0.01%
+13
5 6 7
8
9