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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
926
Advisory Services Network
Advisory Services Network
Georgia
$707K +$364K 8 0.09% Increased
927
BIC
Beach Investment Counsel
Pennsylvania
$701K $0 1 0.07% Maintained
928
ACPU
Arrowgrass Capital Partners (US)
Delaware
$700K -$618K 2 0.01% Reduced
929
LWM
Lenox Wealth Management
Ohio
$690K +$674K 1 0.28% Increased
930
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$687K +$77.8K 1 0.48% Increased
931
BI
Bramshill Investments
Florida
$684K +$695K 1 0.19% New
932
FFS
Founders Financial Securities
Maryland
$683K -$12.1K 1 0.26% Reduced
933
Evercore Wealth Management
Evercore Wealth Management
New York
$682K -$214K 5 0.03% Reduced
934
Lido Advisors
Lido Advisors
California
$677K -$3.99K 2 0.14% Reduced
935
DF Dent & Co
DF Dent & Co
Maryland
$672K -$591K 1 0.02% Reduced
936
BSAM
Blue Sky Asset Management
Colorado
$667K +$668K 1 0.36% New
937
SA
Springowl Associates
New York
$664K -$828K 1 0.54% Reduced
938
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$663K +$239K 2 0.05% Increased
939
NERM
New England Research & Management
Illinois
$660K -$601K 1 0.49% Reduced
940
SNT
Security National Trust
West Virginia
$659K +$41K 3 0.22% Increased
941
Williams Jones & Associates
Williams Jones & Associates
New York
$659K +$4.13K 1 0.02% Increased
942
Horizon Investments
Horizon Investments
North Carolina
$655K -$894K 1 0.04% Reduced
943
EP
Edgestream Partners
New Jersey
$653K +$165K 1 0.25% Increased
944
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$651K +$629K 2 0.01% Increased
945
BAM
Brave Asset Management
New Jersey
$648K -$129K 1 0.35% Reduced
946
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$648K -$235K 3 0% Reduced
947
IDBONY
Israel Discount Bank of New York
New York
$646K +$469K 2 0.52% Increased
948
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$642K -$16.3K 1 0.02% Reduced
949
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$637K $0 1 0.06% Maintained
950
GHA
Garcia Hamilton & Associates
Texas
$634K -$878K 1 0.88% Reduced