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CS
Credential Securities Portfolio holdings
AUM
$440M
1-Year Est. Return
9.75%
This Fund
S&P 500
1 Year Est. Return
+9.75%
AUM
$440M
AUM Growth
+$21.8M
(+5.2%)
Holding
283
Top Buys
| 1 | +$1.31M | |
| 2 | +$1.12M | |
| 3 | +$1.02M | |
| 4 |
Visa
V
|
+$992K |
| 5 |
Prudential
PUK
|
+$955K |
Top Sells
| 1 | +$874K | |
| 2 | +$837K | |
| 3 | +$647K | |
| 4 |
PACCAR
PCAR
|
+$634K |
| 5 |
ING
ING
|
+$606K |
Sector Composition
| 1 | Financials | 31.21% |
| 2 | Energy | 13.88% |
| 3 | Industrials | 11.28% |
| 4 | Healthcare | 11.08% |
| 5 | Technology | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Vanguard Real Estate ETF
VNQ
$37B
| – | – |
-380
|
|
||
277
Weyerhaeuser
WY
$17.5B
| – | – |
-4,783
|
|
||
278
XPO
XPO
$23.7B
| – | – |
-867
|
|
||
|
CDK
279
DELISTED
CDK Global, Inc.
CDK
| – | – |
-1,497
|
|
||
|
GXP
280
DELISTED
Great Plains Energy Incorporated
GXP
| – | – |
-20
|
|
||
|
SBNY
281
DELISTED
Signature Bank
SBNY
| – | – |
-30
|
|
||
|
UFS
282
DELISTED
DOMTAR CORPORATION (New)
UFS
| – | – |
-19,922
|
|
||
283
Chubb
CB
$127B
| – | – |
-2,986
|
|