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
$285M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.3M
3
+$1.78M
4
TD icon
Toronto Dominion Bank
TD
+$1.76M
5
TRP icon
TC Energy
TRP
+$1.24M

Top Sells

1
+$976K
2
+$976K
3
+$657K
4
GEN icon
Gen Digital
GEN
+$619K
5
VR
Validus Hold Ltd
VR
+$594K

Sector Composition

1 Financials 30.67%
2 Energy 12.31%
3 Industrials 12.01%
4 Technology 10.33%
5 Healthcare 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.2K 0.01%
+774
227
$26.7K 0.01%
+702
228
$24.2K 0.01%
1,414
+1,030
229
$22.7K 0.01%
625
-750
230
$22.3K 0.01%
1,775
-46
231
$19.6K 0.01%
3,353
+1,881
232
$19.5K 0.01%
580
+443
233
$18.4K 0.01%
841
+78
234
$5.31K ﹤0.01%
278
235
$5.24K ﹤0.01%
126
236
$4.89K ﹤0.01%
315
237
$4.53K ﹤0.01%
191
+129
238
$4.01K ﹤0.01%
43
-110
239
$3.88K ﹤0.01%
42
240
$3.23K ﹤0.01%
54
241
$2.85K ﹤0.01%
30
242
$2.74K ﹤0.01%
90
243
$2.72K ﹤0.01%
92
244
$2.49K ﹤0.01%
50
245
$2.38K ﹤0.01%
116
246
$1.98K ﹤0.01%
38
247
$1.95K ﹤0.01%
33
248
$1.84K ﹤0.01%
8
249
$1.58K ﹤0.01%
31
250
$1.57K ﹤0.01%
57
8 9
10
11 12