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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
OC
Oakworth Capital
Alabama
$308K +$27.4K 2 0.1% Increased
1052
VIM
Veritas Investment Management
United Kingdom
$308K $0 1 0.05% Maintained
1053
SCA
Snowden Capital Advisors
New York
$307K -$104K 1 0.08% Reduced
1054
CHC
City Holding Co
West Virginia
$302K +$61.2K 1 0.12% Increased
1055
ST
Somerset Trust
Pennsylvania
$299K -$13.7K 1 0.18% Reduced
1056
LMR Partners
LMR Partners
United Kingdom
$297K -$105M 1 0.05% Reduced
1057
FWM
Frontier Wealth Management
Missouri
$294K -$66.4K 1 0.05% Reduced
1058
BFA
Benedict Financial Advisors
Georgia
$293K -$15.6K 1 0.17% Reduced
1059
WCF
West Coast Financial
California
$293K -$20.1K 1 0.09% Reduced
1060
TC
TFS Capital
Pennsylvania
$290K +$20.1K 1 0.08% Increased
1061
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$289K -$8.13K 1 0.06% Reduced
1062
RBF Capital
RBF Capital
California
$288K $0 1 0.04% Maintained
1063
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$287K +$292K 1 0.23% New
1064
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$287K $0 1 0% Maintained
1065
PPSG
Princeton Portfolio Strategies Group
New Jersey
$280K +$4.07K 1 0.09% Increased
1066
MIC
Meridian Investment Counsel
California
$279K -$13.3K 1 0.19% Reduced
1067
FAN
Financial Advisors Network
California
$278K +$317K 1 0.24% New
1068
Atria Investments
Atria Investments
North Carolina
$277K -$839K 1 0.02% Reduced
1069
CTA
Chesley Taft & Associates
Illinois
$277K $0 1 0.03% Maintained
1070
AMIM
Aull & Monroe Investment Management
Alabama
$276K -$7.3K 1 0.15% Reduced
1071
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$274K -$14.2K 2 0.06% Reduced
1072
AAM
AR Asset Management
California
$271K $0 1 0.12% Maintained
1073
KTC
Kistler-Tiffany Companies
Pennsylvania
$266K -$42K 3 0.13% Reduced
1074
Ancora Advisors
Ancora Advisors
Ohio
$265K -$334K 2 0.02% Reduced
1075
KIA
KCM Investment Advisors
California
$263K +$6.61K 1 0.02% Increased