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
$221M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.58M
3
+$1.5M
4
RBA icon
RB Global
RBA
+$1.26M
5
TRP icon
TC Energy
TRP
+$1.26M

Top Sells

1
+$686K
2
+$375K
3
+$299K
4
LYB icon
LyondellBasell Industries
LYB
+$296K
5
BT
BT Group plc (ADR)
BT
+$266K

Sector Composition

1 Financials 27.25%
2 Industrials 12.34%
3 Energy 12.15%
4 Technology 11%
5 Healthcare 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13.6K 0.01%
163
-7
202
$13K 0.01%
118
+107
203
$12.4K 0.01%
102
+93
204
$12.4K 0.01%
189
+121
205
$12.4K 0.01%
230
+210
206
$11.9K 0.01%
106
+96
207
$11.3K 0.01%
201
+186
208
$11.2K 0.01%
373
+341
209
$11K 0.01%
87
+80
210
$10.4K ﹤0.01%
192
+175
211
$10.2K ﹤0.01%
334
+305
212
$10.1K ﹤0.01%
+217
213
$9.99K ﹤0.01%
13
+12
214
$9.09K ﹤0.01%
118
+108
215
$8.79K ﹤0.01%
86
+79
216
$8.33K ﹤0.01%
50
+46
217
$8.27K ﹤0.01%
262
+236
218
$7.98K ﹤0.01%
384
+300
219
$7.29K ﹤0.01%
48
+43
220
$7.02K ﹤0.01%
1,582
-75
221
$6.08K ﹤0.01%
628
-25
222
$6K ﹤0.01%
76
+67
223
$4.83K ﹤0.01%
278
224
$4.7K ﹤0.01%
126
225
$4.5K ﹤0.01%
35
7 8
9
10 11