CS

Credential Securities Portfolio holdings

AUM $440M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$567K
3
+$455K
4
MSFT icon
Microsoft
MSFT
+$435K
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$388K

Top Sells

1
+$874K
2
+$865K
3
+$586K
4
TU icon
Telus
TU
+$462K
5
GPC icon
Genuine Parts
GPC
+$399K

Sector Composition

1 Financials 25.17%
2 Technology 12.37%
3 Energy 11.01%
4 Industrials 10.9%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-240
227
– –
-3,572
228
– –
-2,344
229
– –
-123
230
– –
-2,794
231
– –
-5,575
6 7 8 9
10