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
1926
$238K ﹤0.01%
5,282
+481
1927
$238K ﹤0.01%
+6,918
1928
$238K ﹤0.01%
+38,384
1929
$237K ﹤0.01%
4,885
1930
$237K ﹤0.01%
29,800
+5,100
1931
$237K ﹤0.01%
24,360
+5,477
1932
$236K ﹤0.01%
4,416
1933
$235K ﹤0.01%
3,495
1934
$235K ﹤0.01%
+2,180
1935
$234K ﹤0.01%
+4,977
1936
$233K ﹤0.01%
+6,055
1937
$233K ﹤0.01%
+1,494
1938
$233K ﹤0.01%
4,403
+194
1939
$233K ﹤0.01%
3,993
+35
1940
$233K ﹤0.01%
1,459
1941
$233K ﹤0.01%
2,740
+400
1942
$233K ﹤0.01%
7,316
-2,601
1943
$232K ﹤0.01%
1,603
-146
1944
$232K ﹤0.01%
6,212
1945
$231K ﹤0.01%
2,486
1946
$231K ﹤0.01%
26,595
1947
$231K ﹤0.01%
4,440
+516
1948
$230K ﹤0.01%
+5,035
1949
$230K ﹤0.01%
+3,900
1950
$230K ﹤0.01%
15,800
-4,907
76 77
78
79 80