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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
ECM
Estabrook Capital Management
New York
$39.6K -$24.2K 2 0% Reduced
1127
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$36K +$22K 4 0.02% Increased
1128
OIA
Optimum Investment Advisors
Illinois
$36K -$17.9K 2 0.01% Reduced
1129
SAM
Solaris Asset Management
New York
$36K $0 1 0.02% Maintained
1130
CAW
Cornerstone Advisors (Washington)
Washington
$35K -$24 6 0.03% Reduced
1131
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$33K -$44.8K 1 0% Reduced
1132
CFA
Capstone Financial Advisors
Illinois
$32K $0 1 0.02% Maintained
1133
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$31K +$6.02K 1 0.09% Increased
1134
HRIA
Haberer Registered Investment Advisor
Ohio
$30K $0 1 0.01% Maintained
1135
TFA
Transamerica Financial Advisors
Florida
$30K -$169K 3 0% Reduced
1136
AMG National Trust Bank
AMG National Trust Bank
Colorado
$29K $0 1 0% Maintained
1137
LNB
Ledyard National Bank
$27K -$3K 2 0.01% Reduced
1138
AA
Apriem Advisors
California
$25K +$1.83K 1 0.01% Increased
1139
CFN
Cordasco Financial Network
Florida
$24K +$2.81K 2 0.02% Increased
1140
PFSC
Peoples Financial Services Corp
Pennsylvania
$24K $0 2 0.02% Maintained
1141
ARMT
Amica Retiree Medical Trust
Rhode Island
$22K $0 1 0.02% Maintained
1142
MWP
MYCIO Wealth Partners
Pennsylvania
$21K $0 1 0% Maintained
1143
RFA
Reilly Financial Advisors
California
$20K +$3.61K 3 0% Increased
1144
TIM
Tortoise Investment Management
New York
$20K -$11.1K 1 0.01% Reduced
1145
FAM
Formidable Asset Management
Ohio
$19K +$18.4K 1 0.01% New
1146
WAS
Winch Advisory Services
Wisconsin
$18K +$75 2 0.01% Increased
1147
QAM
QCI Asset Management
New York
$17K $0 1 0% Maintained
1148
TFO
Tarbox Family Office
California
$17K +$698 4 0.02% Increased
1149
FMP
Financial Management Professionals
Texas
$16K $0 1 0.01% Maintained
1150
HF
Hoxton Financial
West Virginia
$15K $0 1 0.01% Maintained