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
2326
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-56,932
2327
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-19,775
2328
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-10,538
2329
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-20,560
2330
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-16,754
2331
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-4,049
2332
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-823
2333
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-15,791
2334
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-2,413
2335
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-3,616
2336
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-31,012
2337
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-7,197
2338
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-36,196
2339
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-96,363
2340
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-37,736
2341
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-11,696
2342
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-1,302
2343
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-7,234
2344
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2345
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-61,539
2346
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-7,093
2347
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-20,500
2348
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-40,000
2349
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-4,026
2350
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-11,578
92 93
94
95 96