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
201
$5.77K ﹤0.01%
653
+60
202
$5.29K ﹤0.01%
225
203
$4.79K ﹤0.01%
+100
204
$4.47K ﹤0.01%
35
205
$4.35K ﹤0.01%
126
206
$4.25K ﹤0.01%
42
207
$4.2K ﹤0.01%
108
+28
208
$4.06K ﹤0.01%
68
+13
209
$3.71K ﹤0.01%
278
210
$2.85K ﹤0.01%
90
211
$2.81K ﹤0.01%
54
212
$2.74K ﹤0.01%
315
213
$2.58K ﹤0.01%
+80
214
$2.35K ﹤0.01%
33
215
$2.26K ﹤0.01%
84
+34
216
$2.24K ﹤0.01%
116
217
$2.21K ﹤0.01%
38
218
$2.18K ﹤0.01%
50
219
$1.99K ﹤0.01%
92
220
$1.98K ﹤0.01%
+25
221
$1.9K ﹤0.01%
+29
222
$1.89K ﹤0.01%
37
-5,421
223
$1.67K ﹤0.01%
+57
224
$1.66K ﹤0.01%
+35
225
$1.63K ﹤0.01%
+15
7 8
9
10 11