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
76
$612K 0.39%
1,769
+36
77
$611K 0.39%
10,277
+482
78
$609K 0.38%
29,990
+3,175
79
$607K 0.38%
50,960
+4,591
80
$606K 0.38%
11,644
+208
81
$601K 0.38%
21,958
+428
82
$593K 0.37%
13,216
+342
83
$588K 0.37%
14,587
+1,569
84
$587K 0.37%
4,612
+406
85
$580K 0.37%
11,838
+51
86
$578K 0.36%
6,458
+223
87
$577K 0.36%
12,143
+60
88
$567K 0.36%
2,717
+2,709
89
$557K 0.35%
15,294
+4,436
90
$553K 0.35%
29,987
+18,930
91
$547K 0.35%
8,142
+117
92
$530K 0.33%
34,028
+22,046
93
$526K 0.33%
3,381
+394
94
$523K 0.33%
23,974
+630
95
$523K 0.33%
64,348
+2,727
96
$522K 0.33%
7,177
+583
97
$521K 0.33%
3,770
+379
98
$506K 0.32%
13,423
+353
99
$505K 0.32%
8,540
+1,741
100
$500K 0.32%
10,006
+979
2 3
4
5 6