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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
CAM
Columbia Asset Management
Michigan
$352K +$336K 1 0.11% New
1052
Cetera Advisor Networks
Cetera Advisor Networks
California
$348K $0 1 0.02% Maintained
1053
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$348K $0 1 0.01% Maintained
1054
CTA
Chesley Taft & Associates
Illinois
$347K $0 1 0.03% Maintained
1055
JAFL
Jay A. Fishman Ltd
Michigan
$347K -$165K 1 0.07% Reduced
1056
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$342K $0 1 0.01% Maintained
1057
ST
Sabal Trust
Florida
$339K +$459 1 0.04% Increased
1058
CL
CPWM LLC
Washington
$333K $0 1 0.08% Maintained
1059
BLA
Balter Liquid Alternatives
Massachusetts
$332K +$304K 1 0.38% New
1060
YMRC
Yorktown Management & Research Company
Virginia
$331K $0 1 0.11% Maintained
1061
JGC
J. Goldman & Co
New York
$329K -$248K 1 0.02% Reduced
1062
Ancora Advisors
Ancora Advisors
Ohio
$326K $0 1 0.02% Maintained
1063
QC
QCM Cayman
Texas
$325K +$331K 1 0.74% New
1064
UAS
United Asset Strategies
New York
$325K +$311K 1 0.1% New
1065
IR
Invictus RG
Bermuda
$323K -$440K 4 0.24% Reduced
1066
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$320K +$320K 2 0.01% New
1067
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$318K +$2.45K 1 0.02% Increased
1068
PCA
Peddock Capital Advisors
Massachusetts
$315K $0 1 0.17% Maintained
1069
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$314K -$21.8K 2 0.04% Reduced
1070
SAM
Shikiar Asset Management
New York
$306K +$287K 1 0.13% New
1071
Arax Advisory Partners
Arax Advisory Partners
Colorado
$303K +$39K 2 0.14% Increased
1072
ACM
Alta Capital Management
Utah
$302K $0 1 0.02% Maintained
1073
H
Hexavest
Quebec, Canada
$300K -$116K 2 0% Reduced
1074
GP
Girard Partners
Pennsylvania
$298K -$29.4K 1 0.06% Reduced
1075
PHS
Pekin Hardy Strauss
Illinois
$298K $0 1 0.05% Maintained