TC

Tacita Capital Portfolio holdings

AUM $156M
1-Year Est. Return 22.41%
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Sells

1 +$1.78M
2 +$843K
3 +$490K
4
CLS icon
Celestica
CLS
+$368K
5
TFII icon
TFI International
TFII
+$363K

Sector Composition

1 Financials 17.41%
2 Utilities 7.33%
3 Energy 5.51%
4 Industrials 3.79%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-310
202
-12
203
-550
204
-4,440
205
-165
206
-175
207
-50
208
-500
209
-47,460