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
151
$115K 0.09%
+4,542
152
$114K 0.09%
+1,678
153
$102K 0.08%
+5,899
154
$102K 0.08%
+6,585
155
$94.4K 0.07%
+1,136
156
$93.8K 0.07%
+2,200
157
$93.4K 0.07%
+389
158
$92K 0.07%
+2,851
159
$91.7K 0.07%
+1,581
160
$91.7K 0.07%
+2,678
161
$85.8K 0.06%
+1,805
162
$82.8K 0.06%
+2,821
163
$79.5K 0.06%
+1,849
164
$78.7K 0.06%
+1,157
165
$77.7K 0.06%
+7,354
166
$76K 0.06%
+916
167
$74.8K 0.06%
+1,333
168
$67.9K 0.05%
+2,506
169
$66.3K 0.05%
+3,554
170
$65.5K 0.05%
+659
171
$62.1K 0.05%
+582
172
$59.9K 0.04%
+1,771
173
$59K 0.04%
+445
174
$55.4K 0.04%
+2,187
175
$49.5K 0.04%
+1,360
4 5 6
7
8