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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
MCA
Morris Capital Advisors
Pennsylvania
$264K -$2.88M 1 0.19% Reduced
1077
PHS
Pekin Hardy Strauss
Illinois
$260K $0 1 0.05% Maintained
1078
CICI
Capital Investment Counsel Inc
North Carolina
$258K $0 1 0.12% Maintained
1079
FWM
FFT Wealth Management
Pennsylvania
$253K -$39K 1 0.08% Reduced
1080
Sowell Financial Services
Sowell Financial Services
Arkansas
$253K +$180K 1 0.07% Increased
1081
WP
WealthSource Partners
California
$253K +$247K 1 0.09% New
1082
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$252K -$156K 1 0.01% Reduced
1083
HI
Hendershot Investments
Virginia
$252K -$1.27M 1 0.12% Reduced
1084
LW
Linscomb Wealth
Texas
$252K -$21.2K 1 0.02% Reduced
1085
RBF Capital
RBF Capital
California
$250K $0 1 0.03% Maintained
1086
Boothbay Fund Management
Boothbay Fund Management
New York
$248K -$940K 1 0.05% Reduced
1087
Fiduciary Trust
Fiduciary Trust
Massachusetts
$246K -$475K 1 0.01% Reduced
1088
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$246K +$922 2 0.05% Increased
1089
AAM
AR Asset Management
California
$245K $0 1 0.1% Maintained
1090
FMA
FNY Managed Accounts
New York
$243K +$268K 6 0.75% New
1091
GLI
Guardian Life Insurance
New York
$243K +$303 7 0.04% Increased
1092
IB
Intrust Bank
Kansas
$242K -$2.4K 1 0.09% Reduced
1093
HCP
Holt Capital Partners
Texas
$241K $0 1 0.08% Maintained
1094
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$241K -$15.9K 1 0.01% Reduced
1095
Quadrant Capital Group
Quadrant Capital Group
Ohio
$241K +$87.5K 10 0.11% Increased
1096
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$240K $0 1 0.01% Maintained
1097
CIAN
Capstone Investment Advisors (Netherlands)
New York
$240K +$27.5K 2 0.68% Increased
1098
CAW
Cornerstone Advisors (Washington)
Washington
$239K +$7.59K 7 0.13% Increased
1099
WCF
West Coast Financial
California
$238K -$63.7K 1 0.08% Reduced
1100
NCM
Northside Capital Management
Oregon
$236K +$215K 1 0.06% New