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
176
$109K 0.06%
3,243
-1,658
177
$105K 0.05%
5,647
-445
178
$104K 0.05%
920
179
$101K 0.05%
+4,853
180
$99.6K 0.05%
+1,254
181
$98.7K 0.05%
+1,148
182
$97.4K 0.05%
3,147
-302
183
$94.6K 0.05%
3,169
-241
184
$79.3K 0.04%
5,003
185
$69.3K 0.04%
1,147
-1,228
186
$62K 0.03%
2,763
187
$55.5K 0.03%
1,460
+180
188
$53.6K 0.03%
8,528
-444
189
$51.3K 0.03%
440
190
$49.4K 0.03%
465
191
$42.9K 0.02%
1,375
192
$39.3K 0.02%
250
193
$31.1K 0.02%
+648
194
$19.2K 0.01%
1,456
-2,337
195
$18K 0.01%
170
-175
196
$14.4K 0.01%
1,551
197
$13.3K 0.01%
+160
198
$11.8K 0.01%
+450
199
$10K 0.01%
+823
200
$8.62K ﹤0.01%
1,657
+117
6 7
8
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