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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
1101
TCOV
Trust Company of Vermont
Vermont
$91K -$27.9K 1 0.01% Reduced
1102
MHS
M Holdings Securities
Oregon
$90K +$101K 1 0.05% New
1103
Waverly Advisors
Waverly Advisors
Alabama
$87K +$7.16K 2 0.05% Increased
1104
FNYS
First New York Securities
New York
$84.5K +$85.3K 3 0.06% New
1105
SignatureFD
SignatureFD
Georgia
$80K -$24K 1 0.03% Reduced
1106
CFG
CKW Financial Group
Hawaii
$79K $0 3 0.03% Maintained
1107
ATC
Adirondack Trust Company
New York
$75K +$4.02K 2 0.06% Increased
1108
NYLT
New York Life Trust
New York
$75K +$75.3K 1 0.31% New
1109
PCTC
Perkins Coie Trust Company
Washington
$75K $0 1 0.06% Maintained
1110
FMLI
Fukoku Mutual Life Insurance
Japan
$68K $0 1 0.01% Maintained
1111
TCCM
Timber Creek Capital Management
Massachusetts
$67K $0 1 0.06% Maintained
1112
RBA
Richard Bernstein Advisors
New York
$66K +$66.8K 1 0.01% New
1113
Colony Group
Colony Group
Massachusetts
$65K -$63.8K 2 0.01% Reduced
1114
TDC
Thompson Davis & Co
Virginia
$59K +$37K 4 0.08% Increased
1115
PSI
Pinnacle Summer Investments
Virginia
$56K +$15.7K 3 0.01% Increased
1116
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$55K +$31.6K 1 0.01% Increased
1117
CBT
Central Bank & Trust
Kentucky
$54K -$52K 1 0.02% Reduced
1118
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$53K -$71.6K 1 0.02% Reduced
1119
FI
FCM Investments
Texas
$50K $0 1 0.02% Maintained
1120
SFSIG
San Francisco Sentry Investment Group
California
$50K -$153K 1 0.03% Reduced
1121
CFA
Carroll Financial Associates
North Carolina
$46K -$439 3 0.01% Reduced
1122
PC
Pier Capital
Connecticut
$46K -$4.32M 1 0.01% Reduced
1123
FFC
First Financial Corp
Indiana
$45K $0 3 0.02% Maintained
1124
GAM
Gemmer Asset Management
California
$44K +$10.7K 7 0.03% Increased
1125
WA
WealthTrust-Arizona
Arizona
$44K -$18.9K 3 0.05% Reduced