Tacita Capital Inc Portfolio Holdings

Tacita Capital Inc

$138 Million
Q3 2024

Tacita Capital Inc has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $138 Million distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Global Min Vol Fa with a value of $10.3M, Ishares Msci Usa Momentum Fact with a value of $7.99M, Vanguard Small Cap Value ETF with a value of $7.88M, Vaneck Morningstar Wide Moat E with a value of $5.96M, and Ishares Inc with a value of $5.4M.

Examining the 13F form we can see an increase of $10M in the current position value, from $128M to 138M.

Tacita Capital Inc is based out at Toronto, A6

Below you can find more details about Tacita Capital Inc portfolio as well as his latest detailed transactions.

Portfolio value $138 Million

ETFs: $72.6 Million

Utilities: $13.8 Million

Financial Services: $13.1 Million

Energy: $10.1 Million

Industrials: $5.1 Million

Consumer Defensive: $4.74 Million

Technology: $4.07 Million

Real Estate: $3.66 Million

Other: $10.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 201
Current Value $138 Million
Prior Value $128 Million
Filing
Period Q3 2024
Filing Date November 04, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 1 stocks
Additional Purchases 35 stocks
Sold out of 0 stocks
Reduced holdings in 40 stocks

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Tacita Capital Inc Portfolio Holdings