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
76
$801K 0.42%
9,461
-1,625
77
$794K 0.41%
8,645
-102
78
$786K 0.41%
22,360
+3,140
79
$786K 0.41%
23,815
+5,867
80
$769K 0.4%
4,648
+237
81
$765K 0.4%
6,357
-2
82
$758K 0.39%
+4,118
83
$754K 0.39%
24,973
+23
84
$739K 0.38%
15,740
+69
85
$736K 0.38%
11,620
+886
86
$729K 0.38%
8,991
+470
87
$720K 0.37%
22,685
+855
88
$711K 0.37%
7,271
+33
89
$695K 0.36%
6,833
-6,697
90
$686K 0.36%
19,581
+153
91
$673K 0.35%
29,537
+10,230
92
$656K 0.34%
14,515
+646
93
$653K 0.34%
18,330
+883
94
$635K 0.33%
26,247
+1,699
95
$599K 0.31%
4,124
+160
96
$590K 0.31%
58,651
-1,964
97
$586K 0.3%
14,911
+6,964
98
$586K 0.3%
6,647
+44
99
$585K 0.3%
9,836
+55
100
$581K 0.3%
14,943
+761
2 3
4
5 6