CS

Credential Securities Portfolio holdings

AUM $440M
1-Year Est. Return 9.79%
This Quarter Est. Return
1 Year Est. Return
+9.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.32M
3
+$1.14M
4
TD icon
Toronto Dominion Bank
TD
+$1.11M
5
QSR icon
Restaurant Brands International
QSR
+$1.06M

Top Sells

1
+$697K
2
+$681K
3
+$604K
4
QCOM icon
Qualcomm
QCOM
+$566K
5
GG
Goldcorp Inc
GG
+$424K

Sector Composition

1 Financials 26.31%
2 Industrials 12%
3 Energy 11.77%
4 Technology 10.74%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.56%
11,527
+378
52
$1.07M 0.56%
9,509
+5,305
53
$1.06M 0.55%
4,277
+10
54
$1.04M 0.54%
16,132
-2,144
55
$986K 0.51%
20,857
+5,020
56
$956K 0.5%
10,141
+616
57
$927K 0.48%
15,996
+37
58
$927K 0.48%
7,039
+11
59
$921K 0.48%
22,845
+1,234
60
$919K 0.48%
26,200
+1,824
61
$912K 0.47%
15,965
+140
62
$896K 0.47%
12,319
+57
63
$878K 0.46%
12,004
-4,370
64
$870K 0.45%
26,649
-5,911
65
$869K 0.45%
50,197
+1,813
66
$862K 0.45%
11,242
+508
67
$860K 0.45%
24,860
+820
68
$860K 0.45%
6,328
-30
69
$859K 0.45%
5,696
+290
70
$858K 0.45%
27,774
+5,047
71
$850K 0.44%
28,058
+3,631
72
$838K 0.44%
23,601
+1,181
73
$829K 0.43%
7,907
+319
74
$827K 0.43%
9,927
-3,280
75
$812K 0.42%
24,910
+12,466
1 2
3
4 5