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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$7.1M
3
+$6.01M
4
SU icon
Suncor Energy
SU
+$5.21M
5
CNI icon
Canadian National Railway
CNI
+$4.37M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.75%
2 Energy 17.63%
3 Technology 12.15%
4 Industrials 9.87%
5 Communication Services 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.95%
+31,173
27
$1.27M 0.95%
+13,055
28
$1.25M 0.93%
+20,598
29
$1.23M 0.91%
+12,812
30
$1.22M 0.91%
+24,565
31
$1.2M 0.89%
+22,240
32
$1.12M 0.84%
+23,376
33
$1.07M 0.8%
+23,448
34
$1.05M 0.79%
+17,881
35
$1.03M 0.77%
+46,085
36
$983K 0.73%
+14,491
37
$943K 0.7%
+11,517
38
$912K 0.68%
+13,660
39
$850K 0.63%
+12,678
40
$836K 0.62%
+7,031
41
$814K 0.61%
+26,718
42
$796K 0.59%
+23,806
43
$772K 0.58%
+28,914
44
$765K 0.57%
+21,203
45
$748K 0.56%
+31,266
46
$745K 0.56%
+30,480
47
$732K 0.55%
+33,858
48
$709K 0.53%
+17,198
49
$701K 0.52%
+8,624
50
$693K 0.52%
+14,700
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