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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
526
SC
Schulhoff & Co
Ohio
$5.51M +$62K 3 3.37% Increased
527
MC
Middleton & Co
Massachusetts
$5.5M +$1M 1 1.17% Increased
528
Advisor Group
Advisor Group
Arizona
$5.5M +$1.16M 11 0.1% Increased
529
PAM
Paradigm Asset Management
New York
$5.47M +$2.05M 3 1.1% Increased
530
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.46M -$596K 5 0.28% Reduced
531
CIA
Covington Investment Advisors
Pennsylvania
$5.44M +$35.8K 1 2.08% Increased
532
AWMF
Arbor Wealth Management (Florida)
Florida
$5.42M +$2.31M 1 5.12% Increased
533
PS
Pensionfund Sabic
Netherlands
$5.37M $0 3 1.73% Maintained
534
VIP
Vantage Investment Partners
Missouri
$5.35M +$1.5M 1 0.49% Increased
535
Regions Financial Corp
Regions Financial Corp
Alabama
$5.32M -$1.38M 5 0.06% Reduced
536
RIM
Regent Investment Management
Kentucky
$5.29M +$3.66M 3 1.86% Increased
537
ACC
Accident Compensation Corp
New Zealand
$5.25M +$120K 1 1.41% Increased
538
PE
Point72 Europe
United Kingdom
$5.21M +$2.7M 2 1.23% Increased
539
Group One Trading
Group One Trading
Illinois
$5.17M +$1.71M 3 0.05% Increased
540
PFM
Parsec Financial Management
North Carolina
$5.14M +$111K 1 0.41% Increased
541
HCMT
Highland Capital Management (Tennessee)
Tennessee
$5.08M +$644K 1 0.41% Increased
542
EFEM
Eos Focused Equity Management
New York
$5.07M -$31K 1 5.76% Reduced
543
VCM
Vision Capital Management
Oregon
$5.06M -$20.1K 1 1.74% Reduced
544
BB&T Securities
BB&T Securities
Virginia
$5.06M +$1.18M 3 0.07% Increased
545
Cerity Partners
Cerity Partners
New York
$5.06M +$785K 1 0.42% Increased
546
MAM
Meeder Asset Management
Ohio
$5.06M +$1.78M 5 0.48% Increased
547
Nuveen Fund Advisors
Nuveen Fund Advisors
Illinois
$5.04M -$3.2M 3 0.81% Reduced
548
NewEdge Advisors
NewEdge Advisors
Louisiana
$5.01M +$620K 6 0.86% Increased
549
GLAM
Gardner Lewis Asset Management
Pennsylvania
$5.01M +$1.42M 2 0.33% Increased
550
ED
Exane Derivatives
France
$4.99M +$270K 4 1.07% Increased