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Raven Lowden

Tacita Capital Inc

Assets Managed
$168.909M
Holdings
238
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
-2.14%(2Q avg: 1.09%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tacita Capital Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 238 positions.

Assets under management

The assets under management (AUM) of Tacita Capital Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 168.909M in assets, with a quarterly growth rate of -2.14% and a 2-quarter average growth rate of 1.09%. The portfolio is managed by Raven Lowden, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ACWV
Ishares Msci Global Min Vol
Recent Activity
Increased 1.3%
6.32%
$10.663M
89,226 shares@ $119.51 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -1.56%
4.58%
$7.732M
32,220 shares@ $240.0 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -2.54%
4.43%
$7.481M
34,436 shares@ $217.25 avg price
BN
Brookfield Corp
Recent Activity
Increased 1.09%
4.31%
$7.275M
180,087 shares@ $40.4 avg price
RY
Royal Bank Of Canada
Recent Activity
Decreased -0.27%
3.35%
$5.643M
35,019 shares@ $161.15 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -9.96%
3.3%
$5.563M
57,524 shares@ $96.71 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -3.83%
3.22%
$5.437M
77,946 shares@ $69.76 avg price
IMTM
Ishares Msci Intl Momentum F
Recent Activity
Increased 0.45%
3.12%
$5.261M
109,564 shares@ $48.02 avg price
BIP
Brookfield Infrastructure Pa
Recent Activity
Decreased -1.46%
3.01%
$5.068M
140,927 shares@ $35.96 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -1.31%
2.84%
$4.781M
24,925 shares@ $191.81 avg price

1-10 of 238