CS

Credential Securities Portfolio holdings

AUM $440M
1-Year Est. Return 9.79%
This Quarter Est. Return
1 Year Est. Return
+9.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.32M
3
+$1.14M
4
TD icon
Toronto Dominion Bank
TD
+$1.11M
5
QSR icon
Restaurant Brands International
QSR
+$1.06M

Top Sells

1
+$697K
2
+$681K
3
+$604K
4
QCOM icon
Qualcomm
QCOM
+$566K
5
GG
Goldcorp Inc
GG
+$424K

Sector Composition

1 Financials 26.31%
2 Industrials 12%
3 Energy 11.77%
4 Technology 10.74%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.53K ﹤0.01%
+88
227
$1.43K ﹤0.01%
214
228
$1.31K ﹤0.01%
31
229
$1.25K ﹤0.01%
+16
230
$1.25K ﹤0.01%
+17
231
$1.19K ﹤0.01%
8
232
$1.17K ﹤0.01%
40
233
$1.11K ﹤0.01%
25
234
$1.11K ﹤0.01%
+11
235
$1.09K ﹤0.01%
+10
236
$1.09K ﹤0.01%
12
237
$1.03K ﹤0.01%
+9
238
$1.02K ﹤0.01%
+20
239
$1.02K ﹤0.01%
42
-11,001
240
$998 ﹤0.01%
18
241
$849 ﹤0.01%
+15
242
$816 ﹤0.01%
+9
243
$809 ﹤0.01%
+18
244
$792 ﹤0.01%
+1
245
$789 ﹤0.01%
+5
246
$766 ﹤0.01%
+32
247
$760 ﹤0.01%
+29
248
$751 ﹤0.01%
+7
249
$746 ﹤0.01%
+4
250
$736 ﹤0.01%
+10
7 8 9
10
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