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
176
$82.8K 0.05%
1,677
-342
177
$76.3K 0.05%
7,139
-21
178
$68.2K 0.04%
505
+177
179
$66.4K 0.04%
2,998
180
$56.5K 0.04%
4,603
181
$49.4K 0.03%
1,837
182
$49.3K 0.03%
+440
183
$49.1K 0.03%
+465
184
$44.5K 0.03%
332
-4
185
$44.5K 0.03%
3,043
186
$39.8K 0.03%
934
+300
187
$26.1K 0.02%
2,240
-51
188
$9.34K 0.01%
159
-12,706
189
$5.15K ﹤0.01%
126
190
$3.71K ﹤0.01%
55
191
$2.51K ﹤0.01%
38
192
$2.41K ﹤0.01%
294
+80
193
$1.84K ﹤0.01%
33
194
$1.83K ﹤0.01%
+11
195
$1.81K ﹤0.01%
116
196
$1.69K ﹤0.01%
30
-5,635
197
$1.55K ﹤0.01%
25
198
$1.42K ﹤0.01%
33
199
$1.36K ﹤0.01%
31
-6,561
200
$1.18K ﹤0.01%
12
5 6 7
8
9