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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
1051
Plancorp LLC
Plancorp LLC
Missouri
$274K $0 1 0.25% Maintained
1052
EFS
Essex Financial Services
Connecticut
$273K +$259K 1 0.07% New
1053
RBF Capital
RBF Capital
California
$272K $0 1 0.05% Maintained
1054
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$271K +$246K 1 0.08% New
1055
GLI
Guardian Life Insurance
New York
$268K +$459 5 0.02% Increased
1056
CFMC
Curbstone Financial Management Corp
New Hampshire
$267K -$11.5K 1 0.18% Reduced
1057
Gradient Investments
Gradient Investments
Minnesota
$267K +$30.2K 3 0.04% Increased
1058
PCM
Perritt Capital Management
Illinois
$264K $0 1 0.05% Maintained
1059
DWM
Dorchester Wealth Management
Quebec, Canada
$263K +$282K 1 0.09% New
1060
PGA
Portland Global Advisors
Maine
$262K $0 1 0.14% Maintained
1061
ST
Somerset Trust
Pennsylvania
$261K -$31.5K 1 0.17% Reduced
1062
HA
Harfst & Associates
Wyoming
$260K +$259K 1 0.15% New
1063
FMA
FNY Managed Accounts
New York
$255K -$190K 1 0.3% Reduced
1064
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$254K $0 1 0.01% Maintained
1065
BFA
Benedict Financial Advisors
Georgia
$251K +$62.6K 1 0.16% Increased
1066
HHGA
Halbert Hargrove Global Advisors
California
$249K +$152K 1 0.06% Increased
1067
VNA
Valley National Advisers
Pennsylvania
$248K +$165K 3 0.14% Increased
1068
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$240K -$3.75M 1 0.05% Reduced
1069
VCAM
Van Cleef Asset Management
Ohio
$239K +$38 1 0.09% Increased
1070
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$238K $0 1 0.01% Maintained
1071
AP
Advisor Partners
California
$235K +$86 1 0.09% Increased
1072
CBB
Citizens Business Bank
California
$235K $0 1 0.04% Maintained
1073
LWM
Lenox Wealth Management
Ohio
$233K +$30.8K 1 0.17% Increased
1074
MCM
Mazama Capital Management
Oregon
$232K -$3.18M 1 0.05% Reduced
1075
ANRIA
American National Registered Investment Advisor
Texas
$228K $0 1 0.11% Maintained