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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
IB
Intrust Bank
Kansas
$221K +$16K 1 0.08% Increased
1102
PHS
Pekin Hardy Strauss
Illinois
$221K $0 1 0.02% Maintained
1103
CICI
Capital Investment Counsel Inc
North Carolina
$219K -$239K 1 0.11% Reduced
1104
IFM Investors
IFM Investors
Australia
$218K +$232K 1 0.1% New
1105
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$218K -$56K 5 0.03% Reduced
1106
VHAM
Van Hulzen Asset Management
California
$216K $0 1 0.1% Maintained
1107
CT
Chicago Trust
Illinois
$214K $0 1 0.09% Maintained
1108
IDBONY
Israel Discount Bank of New York
New York
$214K +$228K 2 0.19% New
1109
SFSG
Stearns Financial Services Group
North Carolina
$214K $0 1 0.06% Maintained
1110
CIAN
Capstone Investment Advisors (Netherlands)
New York
$208K +$211K 1 0.35% New
1111
UMB Bank
UMB Bank
Missouri
$208K +$216K 1 0.01% New
1112
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$207K -$1.16M 1 0.03% Reduced
1113
CAW
Cornerstone Advisors (Washington)
Washington
$207K -$8.23K 7 0.17% Reduced
1114
DTL
Dynamic Technology Lab
Singapore
$204K -$2.99M 1 0.05% Reduced
1115
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$204K +$211K 3 0.02% New
1116
AFM
Anson Funds Management
Texas
$203K +$195K 1 0.06% New
1117
Bridges Investment Management
Bridges Investment Management
Nebraska
$203K $0 1 0.03% Maintained
1118
TC
Telemus Capital
Michigan
$201K -$253K 1 0.03% Reduced
1119
AssetMark Inc
AssetMark Inc
California
$200K -$10.1K 4 0% Reduced
1120
WA
WFG Advisors
Texas
$200K +$169 2 0.05% Increased
1121
SWA
Sutton Wealth Advisors
Florida
$198K -$11.1K 5 0.18% Reduced
1122
GIM
Greenwich Investment Management
Connecticut
$190K $0 1 0.19% Maintained
1123
LIM
Lagoda Investment Management
New York
$189K +$192K 1 0.06% New
1124
TG
TLP Group
Illinois
$189K +$12.7K 2 0.19% Increased
1125
First Horizon Advisors
First Horizon Advisors
Tennessee
$188K -$92K 4 0.02% Reduced