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
76
$498K 0.37%
+5,083
77
$498K 0.37%
+6,173
78
$497K 0.37%
+3,044
79
$484K 0.36%
+7,334
80
$482K 0.36%
+51
81
$477K 0.36%
+3,478
82
$468K 0.35%
+20,399
83
$466K 0.35%
+1,481
84
$462K 0.35%
+4,049
85
$459K 0.34%
+47,529
86
$455K 0.34%
+8,216
87
$440K 0.33%
+1,980
88
$436K 0.33%
+10,611
89
$430K 0.32%
+4,957
90
$426K 0.32%
+10,607
91
$423K 0.32%
+8,597
92
$422K 0.32%
+5,541
93
$403K 0.3%
+4,108
94
$399K 0.3%
+6,411
95
$389K 0.29%
+3,136
96
$389K 0.29%
+29,480
97
$380K 0.28%
+2,061
98
$371K 0.28%
+9,223
99
$368K 0.27%
+9,510
100
$356K 0.27%
+6,046
2 3
4
5 6