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
2051
$202K ﹤0.01%
+7,610
2052
$202K ﹤0.01%
14,002
+3,784
2053
$202K ﹤0.01%
+2,732
2054
$202K ﹤0.01%
+3,495
2055
$201K ﹤0.01%
+6,726
2056
$201K ﹤0.01%
+1,088
2057
$201K ﹤0.01%
5,502
-1,079
2058
$201K ﹤0.01%
14,609
+3,407
2059
$201K ﹤0.01%
+5,203
2060
$200K ﹤0.01%
+9,259
2061
$200K ﹤0.01%
+10,152
2062
$198K ﹤0.01%
23,345
+900
2063
$198K ﹤0.01%
13,959
2064
$198K ﹤0.01%
15,820
2065
$198K ﹤0.01%
66,989
2066
$197K ﹤0.01%
+12,185
2067
$193K ﹤0.01%
+12,810
2068
$193K ﹤0.01%
+21,975
2069
$193K ﹤0.01%
10,836
-3,175
2070
$190K ﹤0.01%
16,276
+64
2071
$190K ﹤0.01%
125,858
+100,858
2072
$189K ﹤0.01%
7,273
-1,600
2073
$188K ﹤0.01%
+18,459
2074
$188K ﹤0.01%
18,250
+100
2075
$188K ﹤0.01%
13,383
81 82
83
84 85