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
51
$890K 0.56%
9,538
+1,005
52
$884K 0.56%
62,109
+543
53
$864K 0.55%
6,825
+125
54
$855K 0.54%
18,334
+1,134
55
$827K 0.52%
6,853
+156
56
$826K 0.52%
15,266
+160
57
$815K 0.51%
17,299
+220
58
$806K 0.51%
14,537
-935
59
$799K 0.5%
9,065
+271
60
$797K 0.5%
24,830
+9,500
61
$785K 0.5%
24,650
+466
62
$779K 0.49%
15,945
+483
63
$759K 0.48%
4,086
+117
64
$758K 0.48%
9,111
+782
65
$755K 0.48%
24,330
+962
66
$740K 0.47%
7,174
+129
67
$740K 0.47%
9,462
+1,096
68
$732K 0.46%
11,575
+85
69
$696K 0.44%
28,166
+470
70
$689K 0.43%
10,995
+228
71
$647K 0.41%
14,944
+1,021
72
$636K 0.4%
58,320
+1,929
73
$630K 0.4%
12,238
+197
74
$626K 0.4%
7,156
+556
75
$618K 0.39%
7,827
+479
1 2
3
4 5