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
126
$262K 0.17%
3,316
+2,909
127
$262K 0.17%
11,068
+516
128
$249K 0.16%
2,847
+557
129
$248K 0.16%
3,980
+1,535
130
$247K 0.16%
7,176
+157
131
$244K 0.16%
4,055
+379
132
$243K 0.16%
14,140
-8,291
133
$239K 0.16%
4,736
-1,737
134
$237K 0.16%
3,930
+3,425
135
$220K 0.14%
4,198
+810
136
$219K 0.14%
3,992
+3,926
137
$218K 0.14%
10,609
-871
138
$217K 0.14%
2,116
+1,853
139
$212K 0.14%
14,150
-962
140
$209K 0.14%
4,652
+135
141
$207K 0.14%
3,197
-428
142
$199K 0.13%
13,700
+560
143
$195K 0.13%
5,225
+400
144
$195K 0.13%
5,379
+1,797
145
$192K 0.13%
2,790
+412
146
$184K 0.12%
7,486
+2,428
147
$171K 0.11%
5,193
+168
148
$165K 0.11%
5,906
+410
149
$165K 0.11%
2,106
+83
150
$164K 0.11%
2,196
-106
4 5
6
7 8