Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$543M
2
+$516M
3
+$207M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$158M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$150M

Top Sells

1
+$57M
2
+$55.6M
3
+$45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.5M
5
CRWD icon
CrowdStrike
CRWD
+$23.5M

Sector Composition

1 Technology 4.87%
2 Financials 3.35%
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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2327
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2328
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2329
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-6,457
2330
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2332
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-1,613
2333
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2334
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-35,602
2335
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2336
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2337
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-10,000
2338
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-4,412
2339
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-105,019
2340
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2341
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2342
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2343
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2344
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2345
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2346
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-823
2347
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-15,791
2348
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2349
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-3,616
2350
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-31,012
92 93
94
95 96