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
$159M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$566K
3
+$423K
4
LYB icon
LyondellBasell Industries
LYB
+$383K
5
RY icon
Royal Bank of Canada
RY
+$372K

Top Sells

1
+$818K
2
+$746K
3
+$423K
4
AAPL icon
Apple
AAPL
+$359K
5
TU icon
Telus
TU
+$333K

Sector Composition

1 Financials 24.77%
2 Energy 13.61%
3 Technology 12.32%
4 Industrials 9.95%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$143K 0.09%
+1,498
152
$143K 0.09%
3,054
153
$140K 0.09%
14,187
+3,693
154
$140K 0.09%
1,313
+460
155
$138K 0.09%
2,484
+37
156
$132K 0.08%
3,661
157
$132K 0.08%
774
+273
158
$128K 0.08%
4,070
+1,166
159
$118K 0.07%
4,549
-5,302
160
$113K 0.07%
4,056
+114
161
$112K 0.07%
4,013
-63
162
$110K 0.07%
2,667
-19
163
$109K 0.07%
4,653
-34
164
$104K 0.07%
3,057
-52
165
$102K 0.06%
5,864
+222
166
$100K 0.06%
920
+120
167
$99.5K 0.06%
4,188
-935
168
$97.2K 0.06%
1,690
169
$95.9K 0.06%
2,364
170
$94.7K 0.06%
+3,760
171
$91.2K 0.06%
1,583
-12
172
$87.3K 0.06%
5,538
173
$86.9K 0.05%
2,794
174
$85.9K 0.05%
9,704
-2,232
175
$84.5K 0.05%
+1,576
5 6
7
8 9