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
2276
$39K ﹤0.01%
5
+1
2277
$39K ﹤0.01%
107
-7
2278
$38K ﹤0.01%
+4
2279
$38K ﹤0.01%
13,382
+2,064
2280
$38K ﹤0.01%
34,696
+23,334
2281
– –
0
2282
$36K ﹤0.01%
28,951
+15,463
2283
$36K ﹤0.01%
22
2284
$34K ﹤0.01%
13
-2
2285
$34K ﹤0.01%
55
+3
2286
$34K ﹤0.01%
17,881
2287
$33K ﹤0.01%
20,165
-498
2288
$33K ﹤0.01%
12,500
2289
$30K ﹤0.01%
+100
2290
$30K ﹤0.01%
2,911
+733
2291
$30K ﹤0.01%
824
-32
2292
$30K ﹤0.01%
1,850
+24
2293
$26K ﹤0.01%
+12,763
2294
$26K ﹤0.01%
+10,000
2295
$25K ﹤0.01%
16,095
+2,000
2296
$24K ﹤0.01%
+400
2297
$24K ﹤0.01%
+373
2298
$23K ﹤0.01%
811
2299
– –
0
2300
$21K ﹤0.01%
5
-9
90 91
92
93 94