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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
1026
AFP
Ausdal Financial Partners
Iowa
$371K -$51.2K 1 0.19% Reduced
1027
MBT
Montecito Bank & Trust
California
$368K -$67.8K 1 0.16% Reduced
1028
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$366K -$14K 1 0.08% Reduced
1029
VIM
Veritas Investment Management
United Kingdom
$366K -$186K 1 0.07% Reduced
1030
HIS
Horizon Investment Services
Indiana
$363K +$44.3K 1 0.18% Increased
1031
Scotia Capital
Scotia Capital
Ontario, Canada
$360K +$373K 1 0.01% New
1032
ACM
Alta Capital Management
Utah
$356K $0 1 0.02% Maintained
1033
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$355K -$495 2 0.1% Reduced
1034
BFA
Benedict Financial Advisors
Georgia
$354K $0 1 0.21% Maintained
1035
JT
Jump Trading
Illinois
$349K +$346K 1 0.02% New
1036
KTC
Kistler-Tiffany Companies
Pennsylvania
$349K -$10.9K 5 0.18% Reduced
1037
IR
Invictus RG
Bermuda
$344K -$275K 6 0.36% Reduced
1038
OC
Oakworth Capital
Alabama
$343K $0 2 0.13% Maintained
1039
MC
Moors & Cabot
Massachusetts
$340K $0 1 0.06% Maintained
1040
MIC
Meridian Investment Counsel
California
$339K $0 1 0.23% Maintained
1041
AMIM
Aull & Monroe Investment Management
Alabama
$329K -$10.8K 1 0.19% Reduced
1042
CTA
Chesley Taft & Associates
Illinois
$329K $0 1 0.03% Maintained
1043
FHC
First Heartland Consultants
Missouri
$326K +$338K 1 0.04% New
1044
TA
Teton Advisors
New York
$325K $0 1 0.03% Maintained
1045
PFS
Physicians Financial Services
North Carolina
$323K -$1.73K 3 0.28% Reduced
1046
WM
WS Management
Florida
$323K +$297K 1 0.01% Increased
1047
FPFS
First Personal Financial Services
North Carolina
$320K +$15.4K 4 0.11% Increased
1048
TSS
Two Sigma Securities
New York
$320K +$328K 1 0.17% New
1049
VF
Virtu Financial
New York
$318K +$64.2K 1 0.04% Increased
1050
AIM
Acrospire Investment Management
Illinois
$312K -$199K 5 0.23% Reduced