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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
ZB
Zions Bancorporation
Utah
$97K +$37.2K 5 0.02% Increased
1102
CAW
Cornerstone Advisors (Washington)
Washington
$95K +$39.6K 5 0.08% Increased
1103
Advisory Services Network
Advisory Services Network
Georgia
$93K -$22.5K 6 0.03% Reduced
1104
New York Life Investment Management
New York Life Investment Management
New York
$89K $0 1 0.01% Maintained
1105
MMG
Monetary Management Group
Missouri
$87K -$22K 1 0.04% Reduced
1106
CL
Croft-Leominster
Maryland
$86K +$206K 1 0.02% New
1107
Klingman & Associates
Klingman & Associates
New York
$85K $0 1 0.03% Maintained
1108
SIM
Sonora Investment Management
Arizona
$83K +$90.1K 4 0.03% New
1109
KPCM
Kings Point Capital Management
New York
$81K +$85.9K 2 0.02% New
1110
PCTC
Perkins Coie Trust Company
Washington
$81K -$1K 1 0.07% Reduced
1111
Boothbay Fund Management
Boothbay Fund Management
New York
$78K -$245K 1 0.04% Reduced
1112
AP
Advisors Preferred
Maryland
$77K +$80.7K 1 0.08% New
1113
CIM
CenturyLink Investment Management
Colorado
$73K -$21.8K 1 0.02% Reduced
1114
HR
Howe & Rusling
New York
$72K $0 4 0.02% Maintained
1115
TCCM
Timber Creek Capital Management
Massachusetts
$72K $0 1 0.07% Maintained
1116
GWM
Gupta Wealth Management
California
$70K -$30K 3 0.02% Reduced
1117
WTB
Washington Trust Bank
Washington
$65K -$84.8K 1 0.02% Reduced
1118
MDCM
Morgan Dempsey Capital Management
Wisconsin
$64K -$13.1K 2 0.02% Reduced
1119
FMA
FNY Managed Accounts
New York
$63K -$189K 1 0.18% Reduced
1120
Krilogy Financial
Krilogy Financial
Missouri
$62K +$62.3K 2 0.03% New
1121
BAM
Barrett Asset Management
New York
$59K $0 2 0.01% Maintained
1122
DLHL
Donald L. Hagan LLC
Florida
$58K +$61.5K 2 0.05% New
1123
FMLI
Fukoku Mutual Life Insurance
Japan
$55K -$1.61M 1 0.01% Reduced
1124
NYLT
New York Life Trust
New York
$52K -$47.4K 3 0.23% Reduced
1125
SignatureFD
SignatureFD
Georgia
$47K -$40.6K 7 0.01% Reduced