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
51
$684K 0.51%
+9,102
52
$673K 0.5%
+21,012
53
$669K 0.5%
+15,608
54
$658K 0.49%
+11,816
55
$609K 0.45%
+18,764
56
$605K 0.45%
+21,801
57
$603K 0.45%
+8,973
58
$596K 0.45%
+21,044
59
$595K 0.44%
+6,090
60
$592K 0.44%
+9,131
61
$587K 0.44%
+8,781
62
$584K 0.44%
+5,308
63
$576K 0.43%
+10,262
64
$576K 0.43%
+8,781
65
$574K 0.43%
+7,670
66
$570K 0.43%
+31,960
67
$566K 0.42%
+13,951
68
$558K 0.42%
+11,855
69
$558K 0.42%
+5,277
70
$549K 0.41%
+10,159
71
$534K 0.4%
+6,399
72
$530K 0.4%
+7,533
73
$521K 0.39%
+19,675
74
$510K 0.38%
+13,621
75
$500K 0.37%
+13,173
1 2
3
4 5