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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
MFBTD
MB Financial Bank - Trust Department
Illinois
$46K -$96.7K 2 0.01% Reduced
1127
AA
Apriem Advisors
California
$45K -$7.11K 3 0.02% Reduced
1128
PSI
Pinnacle Summer Investments
Virginia
$45K +$11.3K 3 0.01% Increased
1129
Colony Group
Colony Group
Massachusetts
$42K -$128K 2 0% Reduced
1130
WA
WealthTrust-Arizona
Arizona
$41K -$1.55K 3 0.03% Reduced
1131
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$40K -$2.17M 1 0.02% Reduced
1132
CHP
Cable Hill Partners
Oregon
$39K +$15.9K 2 0.03% Increased
1133
YL
YCG LLC
Texas
$38K $0 1 0.01% Maintained
1134
TSU
TD Securities (USA)
New York
$36K -$23.7M 6 0.33% Reduced
1135
IWMPD
Integrated Wealth Management (Palm Desert)
California
$34K -$4.4K 5 0.01% Reduced
1136
CBT
Central Bank & Trust
Kentucky
$32K $0 1 0.01% Maintained
1137
GAM
Gemmer Asset Management
California
$31K -$1K 3 0.02% Reduced
1138
TDC
Thompson Davis & Co
Virginia
$31K -$13.2K 4 0.04% Reduced
1139
UFA
US Financial Advisors
Massachusetts
$31K +$15.7K 4 0.05% Increased
1140
Capital International Sarl
Capital International Sarl
California
$29K $0 1 0% Maintained
1141
Brookstone Capital Management
Brookstone Capital Management
Illinois
$27K -$2.91M 6 0% Reduced
1142
SIG
Stanford Investment Group
California
$27K $0 1 0.02% Maintained
1143
ECM
Estabrook Capital Management
New York
$25.8K $0 2 0% Maintained
1144
ATC
Adirondack Trust Company
New York
$25K -$15.5K 1 0.02% Reduced
1145
Allworth Financial
Allworth Financial
California
$25K $0 2 0.01% Maintained
1146
SAM
Shamrock Asset Management
Texas
$24K $0 1 0.01% Maintained
1147
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$22K $0 1 0.01% Maintained
1148
Global X Management Company
Global X Management Company
New York
$22K +$1.6K 6 0% Increased
1149
TJHA
Thomas J. Herzfeld Advisors
Florida
$22K +$8.55K 1 0.01% Increased
1150
RIA
Regal Investment Advisors
Michigan
$21K -$135K 2 0.01% Reduced