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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
BAM
Barrett Asset Management
New York
$178K $0 3 0.01% Maintained
1127
SEC
Seven Eight Capital
New York
$177K -$1.12M 2 0.29% Reduced
1128
ARMC
American Research & Management Company
Massachusetts
$175K $0 1 0.06% Maintained
1129
AFM
Anson Funds Management
Texas
$167K +$186K 1 0.2% New
1130
FIG
Fortress Investment Group
New York
$166K +$161K 1 0% New
1131
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
$156K $0 1 0.02% Maintained
1132
AIM
Acropolis Investment Management
Missouri
$155K $0 1 0.03% Maintained
1133
DAM
Delta Asset Management
Tennessee
$137K $0 3 0.03% Maintained
1134
TDC
Thompson Davis & Co
Virginia
$137K +$87K 4 0.16% Increased
1135
BRWA
B. Riley Wealth Advisors
Florida
$134K +$127K 8 0% New
1136
TC
TradeLink Capital
Illinois
$131K +$123K 1 0.17% New
1137
KT
Kanaly Trust
Texas
$128K +$4.61K 3 0.03% Increased
1138
DBT
Dubuque Bank & Trust
Iowa
$125K -$143K 1 0.02% Reduced
1139
Capital International Sarl
Capital International Sarl
California
$124K -$2.2M 1 0.01% Reduced
1140
HPBT
High Point Bank & Trust
North Carolina
$124K +$7.37K 3 0.04% Increased
1141
NES
New England Securities
New York
$118K -$567K 4 0.04% Reduced
1142
IC
Intersect Capital
California
$113K +$108K 3 0.09% New
1143
MTIP
Magee Thomson Investment Partners
California
$112K +$138K 1 0.03% New
1144
Klingman & Associates
Klingman & Associates
New York
$111K +$105K 1 0.05% New
1145
CAW
Cornerstone Advisors (Washington)
Washington
$109K +$75.2K 6 0.08% Increased
1146
AP
Advisors Preferred
Maryland
$106K +$105K 1 0.05% New
1147
CFA
Carroll Financial Associates
North Carolina
$101K +$46.4K 2 0.06% Increased
1148
VIA
Vantage Investment Advisors
Pennsylvania
$101K $0 1 0.06% Maintained
1149
CFN
Cordasco Financial Network
Florida
$100K +$69K 3 0.08% Increased
1150
VanEck Associates
VanEck Associates
New York
$95K +$92K 4 0% New