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
$159M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$566K
3
+$423K
4
LYB icon
LyondellBasell Industries
LYB
+$383K
5
RY icon
Royal Bank of Canada
RY
+$372K

Top Sells

1
+$818K
2
+$746K
3
+$423K
4
AAPL icon
Apple
AAPL
+$359K
5
TU icon
Telus
TU
+$333K

Sector Composition

1 Financials 24.77%
2 Energy 13.61%
3 Technology 12.32%
4 Industrials 9.95%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.92%
36,216
+1,497
27
$1.45M 0.91%
12,489
+307
28
$1.45M 0.91%
90,322
+8,855
29
$1.35M 0.85%
28,821
+1,763
30
$1.34M 0.85%
23,886
+599
31
$1.3M 0.82%
31,344
+2,524
32
$1.29M 0.81%
16,089
+991
33
$1.18M 0.75%
43,117
+258
34
$1.18M 0.75%
14,739
+753
35
$1.14M 0.72%
35,718
+1,612
36
$1.13M 0.72%
10,704
+510
37
$1.13M 0.71%
42,230
+794
38
$1.1M 0.7%
34,127
+1,755
39
$1.07M 0.67%
9,788
+216
40
$1.05M 0.66%
28,196
+7,474
41
$1.02M 0.64%
38,520
+5,830
42
$1M 0.63%
9,572
+26
43
$983K 0.62%
10,707
+259
44
$982K 0.62%
22,617
+1,850
45
$979K 0.62%
10,148
+737
46
$975K 0.62%
60,070
+21,297
47
$926K 0.58%
18,549
+1,925
48
$912K 0.58%
5,133
+425
49
$903K 0.57%
10,696
+715
50
$900K 0.57%
13,768
+1,418
1
2
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