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
101
$346K 0.26%
+21,111
102
$344K 0.26%
+3,212
103
$343K 0.26%
+9,290
104
$341K 0.25%
+11,375
105
$330K 0.25%
+6,427
106
$319K 0.24%
+13,976
107
$313K 0.23%
+4,523
108
$312K 0.23%
+3,767
109
$312K 0.23%
+31,188
110
$304K 0.23%
+9,824
111
$302K 0.23%
+5,790
112
$299K 0.22%
+4,939
113
$296K 0.22%
+4,943
114
$288K 0.21%
+33,091
115
$287K 0.21%
+7,728
116
$286K 0.21%
+8,094
117
$284K 0.21%
+5,136
118
$263K 0.2%
+7,568
119
$253K 0.19%
+5,927
120
$251K 0.19%
+9,157
121
$248K 0.19%
+15,851
122
$240K 0.18%
+3,489
123
$226K 0.17%
+3,656
124
$218K 0.16%
+4,033
125
$218K 0.16%
+9,249
3 4
5
6 7