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
1926
– –
-7,158
1927
– –
-6,901
1928
– –
-5,497
1929
– –
-2,412
1930
– –
-17,228
1931
– –
-18,632
1932
– –
-8,842
1933
– –
-6,434
1934
– –
-2,136
1935
– –
0
1936
– –
-6,767
1937
– –
-1,626
1938
– –
-2,991
1939
– –
-665
1940
– –
-181
1941
– –
-3,055
1942
– –
-15,475
1943
– –
-38,409
1944
– –
-100
1945
– –
-10,754
1946
– –
-267
1947
– –
-10,781
1948
– –
-20,425
1949
– –
-11,548
1950
– –
-10,000
76 77
78
79 80