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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
EMG
ETF Managers Group
New Jersey
$394K +$392K 5 0.03% New
1027
NFG
Next Financial Group
Texas
$394K -$15.3K 7 0.1% Reduced
1028
OC
Oakworth Capital
Alabama
$394K +$17.8K 2 0.11% Increased
1029
Sowell Financial Services
Sowell Financial Services
Arkansas
$394K +$108K 1 0.11% Increased
1030
CHC
City Holding Co
West Virginia
$391K -$3.29K 1 0.14% Reduced
1031
CA
Cornerstone Advisors
North Carolina
$384K +$367K 1 0.07% New
1032
Graham Capital Management
Graham Capital Management
Connecticut
$384K -$1.26M 1 0.01% Reduced
1033
VAM
Visionary Asset Management
Texas
$379K +$362K 1 0.11% New
1034
Citizens Financial Group
Citizens Financial Group
Rhode Island
$378K -$4.41K 2 0.03% Reduced
1035
MIC
Meridian Investment Counsel
California
$377K $0 1 0.23% Maintained
1036
EAMA
EFG Asset Management (Americas)
Florida
$376K -$2.24M 1 0.14% Reduced
1037
Davenport & Co
Davenport & Co
Virginia
$375K -$67.6K 1 0.01% Reduced
1038
TCM
Tufton Capital Management
Maryland
$372K $0 1 0.08% Maintained
1039
FPFS
First Personal Financial Services
North Carolina
$370K -$85.8K 3 0.08% Reduced
1040
AMIM
Aull & Monroe Investment Management
Alabama
$368K $0 1 0.2% Maintained
1041
CCG
Cypress Capital Group
Florida
$366K -$311K 1 0.08% Reduced
1042
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$365K $0 1 0.21% Maintained
1043
MC
Moors & Cabot
Massachusetts
$365K +$3.67K 1 0.06% Increased
1044
VI
Versor Investments
New York
$365K +$154K 1 0.1% Increased
1045
PTC
Provident Trust Company
Wisconsin
$364K $0 1 0.02% Maintained
1046
PHK
Point72 Hong Kong
Hong Kong
$362K +$92.2K 6 0.38% Increased
1047
KIA
KCM Investment Advisors
California
$361K +$49K 1 0.02% Increased
1048
Simplicity Solutions
Simplicity Solutions
Minnesota
$361K +$36K 1 0.04% Increased
1049
JIP
Jaffetilchin Investment Partners
Florida
$360K +$343K 1 0.12% New
1050
Braun Stacey Associates
Braun Stacey Associates
New York
$357K +$40.4K 1 0.02% Increased