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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
Shelton Capital Management
Shelton Capital Management
Colorado
$205K -$3.67M 1 0.01% Reduced
1127
KTC
Kistler-Tiffany Companies
Pennsylvania
$204K -$81.4K 3 0.09% Reduced
1128
KFS
Kissinger Financial Services
Maryland
$203K +$193K 1 0.2% New
1129
EFS
Essex Financial Services
Connecticut
$201K +$203K 1 0.04% New
1130
Park Avenue Securities
Park Avenue Securities
New York
$201K +$195K 1 0.02% New
1131
BFIM
Beese Fulmer Investment Management
Ohio
$200K +$192K 1 0.05% New
1132
Harvest Fund Management
Harvest Fund Management
China
$192K +$178K 1 0.03% New
1133
PC
Permit Capital
Pennsylvania
$191K +$18.4K 2 0.11% Increased
1134
GC
Globeflex Capital
California
$188K $0 1 0.05% Maintained
1135
LBG
Lloyds Banking Group
United Kingdom
$181K +$2.39K 1 1.76% Increased
1136
MRCM
M&R Capital Management
New Jersey
$180K -$9K 1 0.04% Reduced
1137
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$176K -$16.8M 1 0% Reduced
1138
ICOM
Investment Counselors of Maryland
Maryland
$176K $0 1 0.01% Maintained
1139
WEC
Winslow Evans & Crocker
Massachusetts
$175K +$56.4K 4 0.05% Increased
1140
FAM
Fortaleza Asset Management
Illinois
$175K $0 1 0.33% Maintained
1141
CIAN
Capstone Investment Advisors (Netherlands)
New York
$173K -$83.4K 2 0.6% Reduced
1142
OTC
Opera Trading Capital
France
$172K +$164K 1 0.03% New
1143
AssetMark Inc
AssetMark Inc
California
$167K +$43.6K 5 0% Increased
1144
CSC
Cove Street Capital
California
$165K $0 1 0.02% Maintained
1145
AFA
Abacus FCF Advisors
Florida
$164K +$84.4K 1 0.64% Increased
1146
FIB
First Interstate Bank
Montana
$163K -$12.7K 2 0.03% Reduced
1147
Geneos Wealth Management
Geneos Wealth Management
Colorado
$161K +$35.8K 6 0.02% Increased
1148
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$160K -$6K 1 0% Reduced
1149
MCF Advisors
MCF Advisors
Kentucky
$158K +$160K 1 0.03% New
1150
AIM
Anchor Investment Management
South Carolina
$158K -$46.9K 3 0.05% Reduced