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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
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$81K $0 1 0.01% Maintained
1127
CFG
CKW Financial Group
Hawaii
$78K -$2.81K 3 0.04% Reduced
1128
CFA
Camarda Financial Advisors
Florida
$77K +$71.4K 2 0.05% Increased
1129
PCTC
Perkins Coie Trust Company
Washington
$74K $0 1 0.07% Maintained
1130
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$74K +$4.51K 1 0% Increased
1131
PIM
Parasol Investment Management
Illinois
$71K +$88.9K 1 0.05% New
1132
TC
TradeLink Capital
Illinois
$71K -$19K 1 0.07% Reduced
1133
ECM
Estabrook Capital Management
New York
$71K $0 2 0.01% Maintained
1134
TCCM
Timber Creek Capital Management
Massachusetts
$70K $0 1 0.06% Maintained
1135
ATC
Adirondack Trust Company
New York
$69K -$7.76K 2 0.05% Reduced
1136
FMLI
Fukoku Mutual Life Insurance
Japan
$65K $0 1 0.01% Maintained
1137
WA
WealthTrust-Arizona
Arizona
$64K +$25.6K 3 0.07% Increased
1138
ACS
Archford Capital Strategies
Illinois
$63.2K +$5.86K 4 0.05% Increased
1139
CRCP
Copper Rock Capital Partners
Massachusetts
$57K -$13.4M 1 0.01% Reduced
1140
Blackstone Inc
Blackstone Inc
New York
$55K +$52.4K 1 0% New
1141
OIA
Optimum Investment Advisors
Illinois
$51K +$10.7K 2 0.02% Increased
1142
FFC
First Financial Corp
Indiana
$49K -$7.35K 3 0.02% Reduced
1143
CFA
Carroll Financial Associates
North Carolina
$48K $0 2 0.01% Maintained
1144
CCS
Crosspoint Capital Strategies
California
$48K +$5.34K 2 0.02% Increased
1145
FI
FCM Investments
Texas
$48K $0 1 0.02% Maintained
1146
AP
Advisors Preferred
Maryland
$44K -$131K 1 0.02% Reduced
1147
ICM
ICC Capital Management
Florida
$44K -$9.19K 1 0% Reduced
1148
VAM
Visionary Asset Management
Texas
$41K +$43.4K 2 0.01% New
1149
PAS
Partnervest Advisory Services
California
$40K $0 3 0.02% Maintained
1150
PSI
Pinnacle Summer Investments
Virginia
$40K +$33.7K 3 0% Increased