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
151
$164K 0.11%
5,461
+1,419
152
$157K 0.1%
1,839
-5
153
$156K 0.1%
3,633
-13
154
$153K 0.1%
+5,021
155
$149K 0.1%
+3,818
156
$148K 0.1%
8,825
+2,037
157
$147K 0.1%
+4,355
158
$145K 0.1%
3,957
+921
159
$142K 0.09%
954
+105
160
$141K 0.09%
876
+69
161
$136K 0.09%
+1,894
162
$133K 0.09%
6,634
+5,509
163
$126K 0.08%
19,298
+2,783
164
$117K 0.08%
2,560
-385
165
$114K 0.07%
4,120
-399
166
$110K 0.07%
3,392
-621
167
$110K 0.07%
5,050
+1,320
168
$104K 0.07%
3,163
+570
169
$101K 0.07%
1,664
-776
170
$99.3K 0.07%
920
171
$98.7K 0.06%
+672
172
$97.2K 0.06%
3,436
-618
173
$93.7K 0.06%
+3,524
174
$89.9K 0.06%
5,503
-103
175
$88.8K 0.06%
3,697
5 6
7
8 9