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
176
$44.3K 0.03%
+1,180
177
$41.2K 0.03%
+1,147
178
$39.8K 0.03%
+1,056
179
$38.5K 0.03%
+892
180
$36.4K 0.03%
+605
181
$34.2K 0.03%
+471
182
$30.6K 0.02%
+2,798
183
$30.2K 0.02%
+1,474
184
$22.2K 0.02%
+832
185
$18.2K 0.01%
+755
186
$17.2K 0.01%
+650
187
$16K 0.01%
+301
188
$10.5K 0.01%
+258
189
$8.54K 0.01%
+174
190
$5.48K ﹤0.01%
+181
191
$3.42K ﹤0.01%
+178
192
$2.29K ﹤0.01%
+39
193
$2.23K ﹤0.01%
+38
194
$1.73K ﹤0.01%
+214
195
$1.71K ﹤0.01%
+33
196
$1.52K ﹤0.01%
+25
197
$1.31K ﹤0.01%
+8
198
$1.15K ﹤0.01%
+40
199
$809 ﹤0.01%
+22
4 5 6 7
8