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
1976
$223K ﹤0.01%
11,401
-632
1977
$222K ﹤0.01%
+8,334
1978
$222K ﹤0.01%
+4,895
1979
$222K ﹤0.01%
1,954
+116
1980
$222K ﹤0.01%
1,267
1981
$222K ﹤0.01%
6,580
-5,144
1982
$222K ﹤0.01%
20,696
1983
$221K ﹤0.01%
+5,508
1984
$221K ﹤0.01%
9,051
+225
1985
$220K ﹤0.01%
+7,157
1986
$220K ﹤0.01%
24,418
-15,129
1987
$220K ﹤0.01%
4,882
+289
1988
$220K ﹤0.01%
+2,348
1989
$220K ﹤0.01%
25,170
+4,215
1990
$220K ﹤0.01%
5,386
-1,280
1991
$220K ﹤0.01%
698
-564
1992
$219K ﹤0.01%
+5,363
1993
$219K ﹤0.01%
41,945
+3,502
1994
$219K ﹤0.01%
21,898
+10,990
1995
$219K ﹤0.01%
10,450
-5,730
1996
$219K ﹤0.01%
+18,331
1997
$219K ﹤0.01%
+1,162
1998
$218K ﹤0.01%
1,956
+1,375
1999
$218K ﹤0.01%
4,401
2000
$217K ﹤0.01%
+2,657
78 79
80
81 82