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
$30.7B
AUM Growth
+$987M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,010
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$119M
3
+$108M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$84.8M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$76.6M

Top Sells

1
+$89.3M
2
+$49.4M
3
+$25.4M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$24.1M
5
AAPL icon
Apple
AAPL
+$15.3M

Sector Composition

1 Financials 4.77%
2 Technology 4.11%
3 Healthcare 1.86%
4 Consumer Discretionary 1.76%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
– –
-2,552
1877
– –
-22,826
1878
– –
-5,277
1879
– –
-2,099
1880
– –
-17
1881
– –
-11,064
1882
– –
-19,124
1883
– –
-1,000
1884
– –
-16,303
1885
– –
-14,114
1886
– –
-37,495
1887
– –
-55,239
1888
– –
-9,600
1889
– –
-12,870
1890
– –
-19,838
1891
– –
-68
1892
– –
-6,120
1893
– –
-11,242
1894
– –
-8,233
1895
– –
-10,072
1896
– –
-29
1897
– –
-6,373
1898
– –
-11,372
1899
– –
-52,205
1900
– –
-13,341
74 75
76
77 78