Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.5B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,461
New
Increased
Reduced
Closed

Top Buys

1
+$558M
2
+$506M
3
+$208M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$165M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$157M

Top Sells

1
+$56.8M
2
+$56.3M
3
+$44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.2M
5
CRWD icon
CrowdStrike
CRWD
+$20.3M

Sector Composition

1 Technology 4.87%
2 Financials 3.34%
3 Consumer Discretionary 2.35%
4 Communication Services 1.74%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.79M 0.02%
251,084
+31,580
277
$9.61M 0.02%
73,924
+1,023
278
$9.61M 0.02%
117,840
+2,939
279
$9.6M 0.02%
98,633
+4,427
280
$9.48M 0.02%
27,836
+9,067
281
$9.35M 0.02%
534,446
+173,169
282
$9.32M 0.02%
351,151
+78,414
283
$9.26M 0.02%
193,775
+9,915
284
$9.24M 0.02%
57,439
+620
285
$9.24M 0.02%
118,923
+14,651
286
$9.06M 0.02%
38,188
-26
287
$9.04M 0.02%
157,312
+3,939
288
$9.04M 0.02%
119,100
+2,870
289
$8.99M 0.02%
162,878
-1,943
290
$8.98M 0.02%
189,959
+8,599
291
$8.97M 0.02%
30,098
+1,407
292
$8.92M 0.02%
348,039
+87,356
293
$8.87M 0.02%
17,736
+48
294
$8.85M 0.02%
89,922
+3,256
295
$8.85M 0.02%
148,620
+6,190
296
$8.73M 0.02%
26,785
+168
297
$8.66M 0.02%
176,025
+121,965
298
$8.64M 0.02%
102,002
+13,504
299
$8.58M 0.02%
131,510
-4,649
300
$8.58M 0.02%
377,307
-191,168
10 11
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