FINANCIAL MANAGEMENT CONCEPTS CORP /ADV has disclosed 29 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2021-12-31. The current portfolio value is calculated to be $137.00 Mil. The turnover rate is 26%.
In FINANCIAL MANAGEMENT CONCEPTS CORP /ADV's current portfolio as of 2021-12-31, the top 5 holdings are
Vanguard Consumer Discretionary ETF (VCR), Vanguard Information Technology ETF (VGT), Schwab U.S. Tips ETF (SCHP), Vanguard S&P 500 ETF (VOO), RGI (RGI), not including call and put options.
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for FINANCIAL MANAGEMENT CONCEPTS CORP /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for FINANCIAL MANAGEMENT CONCEPTS CORP /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for FINANCIAL MANAGEMENT CONCEPTS CORP /ADV.