Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$543M
2
+$516M
3
+$207M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$158M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$150M

Top Sells

1
+$57M
2
+$55.6M
3
+$45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.5M
5
CRWD icon
CrowdStrike
CRWD
+$23.5M

Sector Composition

1 Technology 4.87%
2 Financials 3.35%
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
1376
$532K ﹤0.01%
7,555
+90
1377
$531K ﹤0.01%
7,885
+444
1378
$531K ﹤0.01%
29,850
-4,423
1379
$530K ﹤0.01%
+1,078
1380
$529K ﹤0.01%
3,205
1381
$528K ﹤0.01%
8,494
-7,098
1382
$528K ﹤0.01%
+10,702
1383
$528K ﹤0.01%
1,449
-884
1384
$528K ﹤0.01%
+12,984
1385
$527K ﹤0.01%
4,459
+124
1386
$526K ﹤0.01%
5,802
+117
1387
$525K ﹤0.01%
2,874
+621
1388
$525K ﹤0.01%
17,282
+45
1389
$525K ﹤0.01%
20,283
-69
1390
$525K ﹤0.01%
+7,420
1391
$523K ﹤0.01%
34,776
+13,550
1392
$522K ﹤0.01%
5,828
-1,333
1393
$522K ﹤0.01%
12,717
+1,165
1394
$521K ﹤0.01%
16,220
-786
1395
$519K ﹤0.01%
4,774
+102
1396
$519K ﹤0.01%
5,030
-1,136
1397
$518K ﹤0.01%
30,061
+947
1398
$517K ﹤0.01%
12,705
-44
1399
$515K ﹤0.01%
+10,860
1400
$515K ﹤0.01%
2,459
-381
54 55
56
57 58