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
$251M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.22M
3
+$1.84M
4
SHPG
Shire pic
SHPG
+$1.43M
5
MFC icon
Manulife Financial
MFC
+$1.43M

Top Sells

1
+$1.01M
2
+$819K
3
+$703K
4
RBA icon
RB Global
RBA
+$314K
5
EQNR icon
Equinor
EQNR
+$312K

Sector Composition

1 Financials 30.07%
2 Energy 12.61%
3 Industrials 12.06%
4 Technology 10.67%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.6K ﹤0.01%
+73
227
$6.98K ﹤0.01%
+110
228
$6.88K ﹤0.01%
384
229
$6.81K ﹤0.01%
+155
230
$6.79K ﹤0.01%
+54
231
$6.74K ﹤0.01%
+39
232
$6.72K ﹤0.01%
+193
233
$6.72K ﹤0.01%
+42
234
$6.65K ﹤0.01%
+30
235
$5.55K ﹤0.01%
278
236
$5.38K ﹤0.01%
76
237
$4.91K ﹤0.01%
192
-4,548
238
$4.69K ﹤0.01%
80
239
$4.35K ﹤0.01%
126
240
$4.07K ﹤0.01%
+137
241
$4.01K ﹤0.01%
42
242
$3.77K ﹤0.01%
315
243
$3.13K ﹤0.01%
90
244
$3.01K ﹤0.01%
54
245
$2.87K ﹤0.01%
92
246
$2.51K ﹤0.01%
50
247
$2.36K ﹤0.01%
+30
248
$2.2K ﹤0.01%
116
249
$2.04K ﹤0.01%
33
250
$1.92K ﹤0.01%
38
8 9
10
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