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
$129M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Sells

1 +$778K
2 +$359K
3 +$251K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$228K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$227K

Sector Composition

1 Financials 14.66%
2 Utilities 8.91%
3 Energy 6.65%
4 Industrials 5.01%
5 Communication Services 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
30
202
$0 ﹤0.01%
8