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
$285M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$3.12M
2 +$2.3M
3 +$1.78M
4
TD icon
Toronto Dominion Bank
TD
+$1.76M
5
TRP icon
TC Energy
TRP
+$1.24M

Top Sells

1 +$976K
2 +$976K
3 +$657K
4
GEN icon
Gen Digital
GEN
+$619K
5
VR
Validus Hold Ltd
VR
+$594K

Sector Composition

1 Financials 30.67%
2 Energy 12.31%
3 Industrials 12.01%
4 Technology 10.33%
5 Healthcare 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$53.2K 0.02%
448
+335
202
$52.6K 0.02%
402
+301
203
$50.8K 0.02%
1,246
+935
204
$49.7K 0.02%
1,179
+897
205
$49.2K 0.02%
+883
206
$48.1K 0.02%
503
+369
207
$47.8K 0.02%
594
+441
208
$47.8K 0.02%
644
+443
209
$44.9K 0.02%
1,368
+982
210
$41.9K 0.01%
250
211
$40.5K 0.01%
56
+41
212
$40.5K 0.01%
590
+442
213
$40K 0.01%
683
+23
214
$38.4K 0.01%
339
+237
215
$37.8K 0.01%
475
+337
216
$36.8K 0.01%
+427
217
$36.4K 0.01%
+6,322
218
$36.3K 0.01%
215
+162
219
$36.2K 0.01%
+836
220
$35.3K 0.01%
+336
221
$33.9K 0.01%
+640
222
$33.1K 0.01%
+121
223
$32K 0.01%
+370
224
$30.7K 0.01%
1,566
+1,134
225
$29.8K 0.01%
511
+431