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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
1076
FIM
Fernwood Investment Management
Massachusetts
$227K -$403K 1 0.18% Reduced
1077
Cannell & Spears
Cannell & Spears
New York
$225K -$9.92K 1 0.02% Reduced
1078
OHS
Odey Holdings (Switzerland)
Switzerland
$225K -$190K 1 1.79% Reduced
1079
Wedbush Securities
Wedbush Securities
California
$225K -$1.07M 1 0.04% Reduced
1080
RWA
Ropes Wealth Advisors
Massachusetts
$219K -$9.97K 3 0.12% Reduced
1081
FTI
Fiduciary Trust International
Massachusetts
$218K $0 1 0.07% Maintained
1082
SAM
SignalPoint Asset Management
Missouri
$217K $0 1 0.09% Maintained
1083
SAM
Silphium Asset Management
United Kingdom
$217K +$216K 1 0.04% New
1084
WSCM
Wellington Shields Capital Management
New York
$215K $0 1 0.03% Maintained
1085
VFS
VSR Financial Services
Kansas
$212K +$207K 1 0.02% New
1086
MNBTD
Moody National Bank Trust Division
Texas
$211K $0 1 0.02% Maintained
1087
CT
Chicago Trust
Illinois
$210K +$282K 1 0.07% New
1088
GHA
GW Henssler & Associates
Georgia
$210K -$2.19M 1 0.02% Reduced
1089
KIA
KCM Investment Advisors
California
$210K +$199K 1 0.02% New
1090
Smithfield Trust
Smithfield Trust
Pennsylvania
$208K -$62K 2 0.04% Reduced
1091
HW
Hedeker Wealth
Illinois
$207K +$229K 1 0.17% New
1092
MSFP
Mark Sheptoff Financial Planning
Connecticut
$207K -$1.46K 2 0.17% Reduced
1093
1SB
1ST Source Bank
Indiana
$206K +$205K 1 0.02% New
1094
DCM
Dynamic Capital Management
Jersey
$205K -$546K 1 0.05% Reduced
1095
FANJ
Financial Architects (New Jersey)
New Jersey
$205K +$174K 4 0.07% Increased
1096
MLL
Moody Lynn & Lieberson
Massachusetts
$205K +$194K 1 0.03% New
1097
VanEck Associates
VanEck Associates
New York
$204K +$20.5K 4 0% Increased
1098
CMBA
C.M. Bidwell & Associates
Hawaii
$203K +$184K 1 0.05% New
1099
Boston Financial Management
Boston Financial Management
Massachusetts
$201K +$200K 1 0.03% New
1100
Bridges Investment Management
Bridges Investment Management
Nebraska
$201K $0 1 0.03% Maintained