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
176
$85.3K 0.06%
3,104
-1,109
177
$69K 0.05%
8,972
178
$69K 0.05%
4,954
-188
179
$66.3K 0.04%
7,905
-358
180
$63.7K 0.04%
1,280
+140
181
$61.8K 0.04%
2,657
-107
182
$49.2K 0.03%
465
183
$48.3K 0.03%
440
184
$47.3K 0.03%
1,375
-625
185
$44.1K 0.03%
5,968
186
$42.5K 0.03%
1,807
-23
187
$31.3K 0.02%
397
+95
188
$21.1K 0.01%
1,918
189
$18.8K 0.01%
4,901
-8,079
190
$7.24K ﹤0.01%
154
-1,934
191
$7.04K ﹤0.01%
1,985
192
$6.59K ﹤0.01%
78
-1,055
193
$5.45K ﹤0.01%
183
-4,678
194
$4.8K ﹤0.01%
278
195
$4.19K ﹤0.01%
126
196
$3.61K ﹤0.01%
42
-4,646
197
$3.28K ﹤0.01%
39
-2,387
198
$2.86K ﹤0.01%
55
199
$2.79K ﹤0.01%
225
200
$2.58K ﹤0.01%
54
6 7
8
9 10