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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
QI
Quotient Investors
New York
$235K +$247K 1 0.05% New
1052
Plancorp LLC
Plancorp LLC
Missouri
$232K $0 1 0.21% Maintained
1053
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$231K $0 1 0.08% Maintained
1054
PCM
Perritt Capital Management
Illinois
$231K $0 1 0.05% Maintained
1055
ANRIA
American National Registered Investment Advisor
Texas
$225K -$4.23K 1 0.12% Reduced
1056
ACM
Alethea Capital Management
Washington
$221K -$1.27M 1 0.34% Reduced
1057
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$221K +$248K 1 0.08% New
1058
VanEck Associates
VanEck Associates
New York
$220K +$34K 4 0% Increased
1059
LWM
Lenox Wealth Management
Ohio
$218K +$24.9K 1 0.18% Increased
1060
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$215K +$2.26K 1 0.01% Increased
1061
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$214K -$16.6K 1 0.07% Reduced
1062
KCM Investment Advisors
KCM Investment Advisors
California
$213K +$10.2K 1 0.02% Increased
1063
CT
Chicago Trust
Illinois
$212K $0 1 0.08% Maintained
1064
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$211K $0 1 0.02% Maintained
1065
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$211K -$47K 1 0.05% Reduced
1066
Cannell & Spears
Cannell & Spears
New York
$210K $0 1 0.02% Maintained
1067
SAM
SignalPoint Asset Management
Missouri
$210K +$168 1 0.09% Increased
1068
Connable Office Inc
Connable Office Inc
Michigan
$209K +$197K 1 0.06% New
1069
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$209K +$210K 1 0.04% New
1070
BCCM
Blue Clay Capital Management
Minnesota
$206K +$495K 1 0.16% New
1071
OFM
Okumus Fund Management
Cayman Islands
$206K +$496K 1 0.03% New
1072
Valley National Advisers
Valley National Advisers
Pennsylvania
$206K -$12.9K 3 0.12% Reduced
1073
DM
Diker Management
New York
$204K -$4.87M 1 0.05% Reduced
1074
MSFP
Mark Sheptoff Financial Planning
Connecticut
$204K +$11.3K 1 0.18% Increased
1075
City Holding Co
City Holding Co
West Virginia
$202K -$208K 1 0.11% Reduced