CS

Credential Securities Portfolio holdings

AUM $440M
1-Year Est. Return 9.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$672K
3 +$599K
4
VZ icon
Verizon
VZ
+$401K
5
PBA icon
Pembina Pipeline
PBA
+$381K

Top Sells

1 +$811K
2 +$688K
3 +$461K
4
WYNN icon
Wynn Resorts
WYNN
+$423K
5
ORI icon
Old Republic International
ORI
+$362K

Sector Composition

1 Financials 24.4%
2 Technology 13.56%
3 Energy 13.52%
4 Industrials 10.32%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-108