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
$251M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.22M
3
+$1.84M
4
SHPG
Shire pic
SHPG
+$1.43M
5
MFC icon
Manulife Financial
MFC
+$1.43M

Top Sells

1
+$1.01M
2
+$819K
3
+$703K
4
RBA icon
RB Global
RBA
+$314K
5
EQNR icon
Equinor
EQNR
+$312K

Sector Composition

1 Financials 30.07%
2 Energy 12.61%
3 Industrials 12.06%
4 Technology 10.67%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16.7K 0.01%
153
-10
202
$16.7K 0.01%
995
+98
203
$15.3K 0.01%
114
+12
204
$15.3K 0.01%
763
-47
205
$14.6K 0.01%
258
+28
206
$13.7K 0.01%
425
+52
207
$13.6K 0.01%
228
+27
208
$13.5K 0.01%
201
+12
209
$13K 0.01%
134
+16
210
$12.6K 0.01%
113
+7
211
$12.3K ﹤0.01%
311
+49
212
$11.9K ﹤0.01%
15
+2
213
$11.6K ﹤0.01%
153
-121
214
$11.6K ﹤0.01%
282
+65
215
$11.1K ﹤0.01%
386
+52
216
$10.9K ﹤0.01%
101
+14
217
$10.7K ﹤0.01%
102
+16
218
$10.4K ﹤0.01%
138
+20
219
$10.1K ﹤0.01%
+148
220
$9.08K ﹤0.01%
53
+5
221
$8.43K ﹤0.01%
86
-79
222
$8.38K ﹤0.01%
+36
223
$8.35K ﹤0.01%
+432
224
$8.13K ﹤0.01%
1,472
-110
225
$8.08K ﹤0.01%
+136
7 8
9
10 11