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
126
$211K 0.16%
+4,598
127
$206K 0.15%
+7,133
128
$196K 0.15%
+13,685
129
$193K 0.14%
+6,556
130
$190K 0.14%
+8,169
131
$188K 0.14%
+3,349
132
$188K 0.14%
+2,459
133
$183K 0.14%
+2,863
134
$178K 0.13%
+6,127
135
$176K 0.13%
+4,563
136
$171K 0.13%
+2,728
137
$166K 0.12%
+1,998
138
$164K 0.12%
+10,524
139
$161K 0.12%
+6,263
140
$156K 0.12%
+2,882
141
$148K 0.11%
+5,839
142
$147K 0.11%
+11,928
143
$146K 0.11%
+2,795
144
$138K 0.1%
+2,751
145
$132K 0.1%
+29,955
146
$131K 0.1%
+2,611
147
$129K 0.1%
+1,200
148
$122K 0.09%
+1,671
149
$121K 0.09%
+8,350
150
$117K 0.09%
+2,699
4 5
6
7 8