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
$327M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.64M
3
+$3.21M
4
TD icon
Toronto Dominion Bank
TD
+$2.12M
5
BNS icon
Scotiabank
BNS
+$1.81M

Top Sells

1
+$625K
2
+$491K
3
+$491K
4
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
+$280K
5
UL icon
Unilever
UL
+$208K

Sector Composition

1 Financials 30.49%
2 Industrials 12.63%
3 Energy 11.74%
4 Healthcare 10.01%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.9K 0.01%
836
+62
227
$30.9K 0.01%
1,655
+89
228
$28.9K 0.01%
745
+43
229
$28.7K 0.01%
4,531
+1,178
230
$26.3K 0.01%
548
-288
231
$24.1K 0.01%
625
232
$23.1K 0.01%
3,198
-5,526
233
$22.3K 0.01%
511
234
$22K 0.01%
1,279
+438
235
$21.3K 0.01%
618
+38
236
$20K 0.01%
1,618
-157
237
$5.65K ﹤0.01%
315
238
$5.65K ﹤0.01%
278
239
$5.29K ﹤0.01%
126
240
$4.57K ﹤0.01%
+240
241
$3.83K ﹤0.01%
42
242
$3.15K ﹤0.01%
54
243
$2.77K ﹤0.01%
30
244
$2.75K ﹤0.01%
43
245
$2.74K ﹤0.01%
92
246
$2.64K ﹤0.01%
90
247
$2.28K ﹤0.01%
116
248
$2.2K ﹤0.01%
50
249
$2.05K ﹤0.01%
38
250
$1.81K ﹤0.01%
33
8 9
10
11 12