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
$327M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.64M
3
+$3.21M
4
TD icon
Toronto Dominion Bank
TD
+$2.12M
5
BNS icon
Scotiabank
BNS
+$1.81M

Top Sells

1
+$625K
2
+$491K
3
+$491K
4
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
+$280K
5
UL icon
Unilever
UL
+$208K

Sector Composition

1 Financials 30.49%
2 Industrials 12.63%
3 Energy 11.74%
4 Healthcare 10.01%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$63.5K 0.02%
478
+30
202
$63.1K 0.02%
+685
203
$62.7K 0.02%
429
+27
204
$60.7K 0.02%
382
+9
205
$58.6K 0.02%
897
+59
206
$58.5K 0.02%
1,714
-14
207
$57.8K 0.02%
915
+59
208
$56.9K 0.02%
636
+42
209
$53.6K 0.02%
1,260
+81
210
$52.6K 0.02%
686
+42
211
$50.9K 0.02%
1,463
+95
212
$47.4K 0.01%
548
+45
213
$46K 0.01%
632
+42
214
$45.7K 0.01%
+325
215
$43.9K 0.01%
372
+33
216
$40.7K 0.01%
690
+50
217
$40.6K 0.01%
+944
218
$39.8K 0.01%
459
+32
219
$39.7K 0.01%
362
+26
220
$39.7K 0.01%
250
221
$38.8K 0.01%
936
-487
222
$37.3K 0.01%
6,821
+499
223
$36.8K 0.01%
+283
224
$36.2K 0.01%
231
+16
225
$34.1K 0.01%
+502
7 8
9
10 11