CS

Credential Securities Portfolio holdings

AUM $440M
1-Year Est. Return 9.79%
This Quarter Est. Return
1 Year Est. Return
+9.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.32M
3
+$1.14M
4
TD icon
Toronto Dominion Bank
TD
+$1.11M
5
QSR icon
Restaurant Brands International
QSR
+$1.06M

Top Sells

1
+$697K
2
+$681K
3
+$604K
4
QCOM icon
Qualcomm
QCOM
+$566K
5
GG
Goldcorp Inc
GG
+$424K

Sector Composition

1 Financials 26.31%
2 Industrials 12%
3 Energy 11.77%
4 Technology 10.74%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$237K 0.12%
13,197
-167
152
$236K 0.12%
3,215
+41
153
$236K 0.12%
7,193
+45
154
$235K 0.12%
6,445
+399
155
$214K 0.11%
5,119
-5,756
156
$209K 0.11%
10,090
-6
157
$206K 0.11%
5,752
+342
158
$206K 0.11%
3,448
-738
159
$205K 0.11%
9,620
+4,896
160
$197K 0.1%
2,596
-209
161
$193K 0.1%
8,642
-4,435
162
$184K 0.1%
4,701
-373
163
$177K 0.09%
3,911
-338
164
$176K 0.09%
2,741
-217
165
$172K 0.09%
5,779
-498
166
$167K 0.09%
+2,509
167
$161K 0.08%
6,371
-536
168
$152K 0.08%
2,714
-229
169
$152K 0.08%
3,534
-2,063
170
$151K 0.08%
9,705
-778
171
$145K 0.08%
954
172
$129K 0.07%
4,452
+437
173
$129K 0.07%
20,852
-1,720
174
$128K 0.07%
767
+95
175
$124K 0.06%
7,940
+494
5 6
7
8 9