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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
976
ZCM
Zebra Capital Management
Connecticut
$533K +$17.3K 1 0.17% Increased
977
ACM
Americafirst Capital Management
California
$526K -$3.66M 1 0.66% Reduced
978
ADGIPS2
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$526K +$487K 1 0.66% New
979
SFSIG
San Francisco Sentry Investment Group
California
$526K +$503K 5 0.19% New
980
FHC
First Heartland Consultants
Missouri
$520K +$4.68K 2 0.13% Increased
981
SGA
Strategic Global Advisors
California
$519K +$3.11K 1 0.19% Increased
982
AFP
Ausdal Financial Partners
Iowa
$516K -$21.9K 1 0.22% Reduced
983
ARMT
Amica Retiree Medical Trust
Rhode Island
$511K +$122K 5 0.42% Increased
984
BDF
Balasa Dinverno & Foltz
$506K +$495K 2 0.08% New
985
GIA
Gargoyle Investment Advisor
New Jersey
$506K $0 1 0.2% Maintained
986
GGHC
Gilder Gagnon Howe & Co
New York
$500K -$286K 1 0.01% Reduced
987
USGIU
U.S. Global Investors (USGI)
Texas
$498K +$503K 1 0.17% New
988
Curi RMB Capital
Curi RMB Capital
Illinois
$497K -$5M 1 0.01% Reduced
989
PGIM
Pacific Global Investment Management
California
$497K -$45.4K 1 0.11% Reduced
990
CCT
Country Club Trust
Missouri
$486K +$487K 1 0.07% New
991
DSI
Daiwa SB Investments
Japan
$484K -$61.3K 1 0.13% Reduced
992
Mizuho Securities USA
Mizuho Securities USA
New York
$484K +$454K 1 0.02% New
993
CEP
Chicago Equity Partners
Illinois
$482K +$447K 1 0.01% New
994
KI
Koch Industries
Kansas
$475K +$454K 2 0.13% New
995
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$472K -$93.7K 2 0.01% Reduced
996
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$468K +$105K 8 0.06% Increased
997
TBA
Tower Bridge Advisors
Pennsylvania
$467K -$464K 1 0.05% Reduced
998
Pathstone Family Office
Pathstone Family Office
New Jersey
$462K -$2K 1 0.19% Reduced
999
Fiduciary Trust
Fiduciary Trust
Massachusetts
$460K +$217K 3 0.01% Increased
1000
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$455K +$193K 2 0.03% Increased