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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
MC
Miles Capital
Iowa
$212K +$217K 1 0.14% New
1127
SIM
Spark Investment Management
New York
$212K -$2.13M 1 0.02% Reduced
1128
MSFP
Mark Sheptoff Financial Planning
Connecticut
$211K -$13.4K 1 0.16% Reduced
1129
WA
WFG Advisors
Texas
$211K -$15.6K 5 0.05% Reduced
1130
WC
Whitney & Co
New York
$209K +$235K 1 0.08% New
1131
FWM
FFT Wealth Management
Pennsylvania
$208K +$186K 1 0.09% New
1132
IHL
Investment House LLC
California
$206K -$50.7K 1 0.03% Reduced
1133
AT
Arden Trust
Delaware
$205K -$1.04M 1 0.03% Reduced
1134
PFM
PacWest Financial Management
Arizona
$204K +$210K 1 0.12% New
1135
Advisory Services Network
Advisory Services Network
Georgia
$203K -$21.5K 8 0.04% Reduced
1136
Boston Financial Management
Boston Financial Management
Massachusetts
$200K $0 1 0.02% Maintained
1137
SLG
Stanley-Laman Group
Pennsylvania
$193K +$179K 1 0.08% New
1138
Quadrant Capital Group
Quadrant Capital Group
Ohio
$190K +$83.4K 8 0.12% Increased
1139
CRCP
Copper Rock Capital Partners
Massachusetts
$188K +$218K 1 0.01% New
1140
LBG
Lloyds Banking Group
United Kingdom
$188K -$6.11K 1 1.69% Reduced
1141
TG
TLP Group
Illinois
$188K -$370K 1 0.2% Reduced
1142
FI
FCM Investments
Texas
$182K +$50.1K 1 0.1% Increased
1143
PFBT
Parkside Financial Bank & Trust
Missouri
$180K -$9.68K 5 0.08% Reduced
1144
Penserra Capital Management
Penserra Capital Management
California
$175K +$86.7K 4 0.02% Increased
1145
PC
Permit Capital
Pennsylvania
$173K $0 2 0.12% Maintained
1146
ICOM
Investment Counselors of Maryland
Maryland
$167K +$8.54K 1 0.01% Increased
1147
DAM
Delta Asset Management
Tennessee
$166K $0 3 0.03% Maintained
1148
VHAM
Van Hulzen Asset Management
California
$161K $0 1 0.09% Maintained
1149
Smithfield Trust
Smithfield Trust
Pennsylvania
$155K +$32.8K 2 0.03% Increased
1150
IIC
Integrated Investment Consultants
Michigan
$147K $0 2 0.08% Maintained