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
$153M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$567K
3
+$455K
4
MSFT icon
Microsoft
MSFT
+$435K
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$388K

Top Sells

1
+$874K
2
+$865K
3
+$586K
4
TU icon
Telus
TU
+$462K
5
GPC icon
Genuine Parts
GPC
+$399K

Sector Composition

1 Financials 25.17%
2 Technology 12.37%
3 Energy 11.01%
4 Industrials 10.9%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$890K 0.58%
19,261
+721
52
$881K 0.58%
7,047
+90
53
$872K 0.57%
15,879
+484
54
$850K 0.56%
20,966
-1,680
55
$849K 0.56%
25,024
+509
56
$846K 0.55%
7,030
+105
57
$845K 0.55%
10,640
+419
58
$839K 0.55%
32,306
+1,490
59
$825K 0.54%
12,120
+574
60
$789K 0.52%
6,339
+133
61
$778K 0.51%
7,490
+78
62
$769K 0.5%
46,260
+16,712
63
$768K 0.5%
17,563
+4,843
64
$763K 0.5%
5,112
-1,360
65
$755K 0.49%
+19,400
66
$752K 0.49%
6,369
-7,322
67
$745K 0.49%
7,089
+675
68
$732K 0.48%
5,748
-2,158
69
$726K 0.48%
9,424
+271
70
$713K 0.47%
14,266
+1,028
71
$702K 0.46%
28,994
+333
72
$702K 0.46%
32,237
-3,784
73
$686K 0.45%
8,888
+529
74
$677K 0.44%
15,621
+5,716
75
$659K 0.43%
57,105
-4,634
1 2
3
4 5