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
251
$724 ﹤0.01%
+7
252
$663 ﹤0.01%
+33
253
$657 ﹤0.01%
+26
254
$637 ﹤0.01%
+8
255
$614 ﹤0.01%
19
256
$602 ﹤0.01%
48
257
– –
0
258
$180 ﹤0.01%
+9
259
$65 ﹤0.01%
2
260
– –
-1,785
261
– –
-5,367
262
– –
-2,247
263
– –
-17,258
264
– –
-1,740
265
– –
-40
7 8 9 10
11