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
$153M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$567K
3
+$455K
4
MSFT icon
Microsoft
MSFT
+$435K
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$388K

Top Sells

1
+$874K
2
+$865K
3
+$586K
4
TU icon
Telus
TU
+$462K
5
GPC icon
Genuine Parts
GPC
+$399K

Sector Composition

1 Financials 25.17%
2 Technology 12.37%
3 Energy 11.01%
4 Industrials 10.9%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$485K 0.32%
6,956
+367
102
$458K 0.3%
10,591
+160
103
$445K 0.29%
16,687
+7,035
104
$442K 0.29%
11,625
+515
105
$437K 0.29%
13,381
+5,810
106
$422K 0.28%
9,908
+2,096
107
$414K 0.27%
5,847
+272
108
$406K 0.27%
34,909
-2,482
109
$403K 0.26%
7,986
+141
110
$401K 0.26%
32,497
+918
111
$386K 0.25%
+5,460
112
$367K 0.24%
5,139
+128
113
$346K 0.23%
7,417
+6,569
114
$334K 0.22%
7,431
+333
115
$333K 0.22%
3,831
-36
116
$330K 0.22%
+11,692
117
$327K 0.21%
8,372
+7,900
118
$325K 0.21%
2,003
+106
119
$295K 0.19%
2,582
+2,279
120
$291K 0.19%
6,495
+306
121
$291K 0.19%
6,228
-151
122
$290K 0.19%
7,496
+6,959
123
$288K 0.19%
226
+4
124
$270K 0.18%
2,580
+356
125
$270K 0.18%
2,771
+113
3 4
5
6 7