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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
1126
AFGAS
Allegiance Financial Group Advisory Services
Virginia
$1M -$125K 2 0.17% Reduced
1127
SIM
Stratos Investment Management
Ohio
$1M -$10.3K 1 0.04% Reduced
1128
Jensen Investment Management
Jensen Investment Management
Oregon
$998K $0 1 0.02% Maintained
1129
MIC
Meridian Investment Counsel
California
$996K $0 1 0.21% Maintained
1130
IFP Advisors
IFP Advisors
Florida
$995K -$87.1K 15 0.02% Reduced
1131
AU
AlphaGrep UK
$992K -$2.6M 3 0.3% Reduced
1132
TD Private Client Wealth
TD Private Client Wealth
New York
$991K +$322K 7 0.02% Increased
1133
QCM
Qsemble Capital Management
New York
$989K -$7.91M 1 0.13% Reduced
1134
OAM
Oxford Asset Management
United Kingdom
$983K +$288K 3 0.48% Increased
1135
Advisors Asset Management
Advisors Asset Management
Colorado
$980K +$193K 3 0.01% Increased
1136
Level Four Advisory Services
Level Four Advisory Services
Texas
$978K -$147K 1 0.03% Reduced
1137
PCR
Potrero Capital Research
California
$975K +$882K 1 0.54% New
1138
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$973K +$100K 2 0.03% Increased
1139
CSA
Cornerstone Select Advisors
Missouri
$965K +$136K 1 0.41% Increased
1140
FHC
First Horizon Corporation
Tennessee
$963K -$1.45K 6 0.04% Reduced
1141
CMBA
C.M. Bidwell & Associates
Hawaii
$958K +$96.6K 4 0.39% Increased
1142
MA
Mutual Advisors
Nebraska
$953K +$715K 2 0.02% Increased
1143
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$951K -$2.59M 1 0.02% Reduced
1144
HS
HighVista Strategies
Massachusetts
$951K +$931K 1 0.22% New
1145
WW
Winnow Wealth
Texas
$951K -$20.8K 1 0.65% Reduced
1146
Zacks Investment Management
Zacks Investment Management
Illinois
$942K -$10.5M 2 0.01% Reduced
1147
WWM
Whalen Wealth Management
Nevada
$940K +$42.8K 1 0.42% Increased
1148
Sigma Planning Corp
Sigma Planning Corp
Michigan
$930K -$287 1 0.02% Reduced
1149
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$927K +$1.01K 2 0.02% Increased
1150
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$924K -$16.1K 2 0.01% Reduced