CAM

Cidel Asset Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.41B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$30.1M
2 +$25.7M
3 +$23.9M
4
RY icon
Royal Bank of Canada
RY
+$22.5M
5
QSR icon
Restaurant Brands International
QSR
+$21.4M

Top Sells

1 +$20.9M
2 +$20.6M
3 +$8.06M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$7.33M
5
TD icon
Toronto Dominion Bank
TD
+$7.12M

Sector Composition

1 Financials 32.29%
2 Energy 15.08%
3 Industrials 12.57%
4 Materials 7.44%
5 Technology 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,483