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
$176M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$2.54M
2 +$436K
3 +$417K
4
WFG icon
West Fraser Timber
WFG
+$373K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$255K

Top Sells

1 +$781K
2 +$177K
3 +$173K
4
T icon
AT&T
T
+$162K
5
CIGI icon
Colliers International
CIGI
+$127K

Sector Composition

1 Financials 17.95%
2 Utilities 7.31%
3 Energy 5.62%
4 Industrials 3.84%
5 Communication Services 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-65