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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
DAM
Delta Asset Management
Tennessee
$205K $0 3 0.03% Maintained
1127
Homrich & Berg
Homrich & Berg
Georgia
$205K +$192K 1 0.02% New
1128
GW & Wade
GW & Wade
Massachusetts
$204K +$193K 1 0.02% New
1129
H
Hexavest
Quebec, Canada
$199K -$66.9K 2 0% Reduced
1130
FAM
Fortaleza Asset Management
Illinois
$197K $0 1 0.36% Maintained
1131
GIM
Greenwich Investment Management
Connecticut
$194K +$6.33K 1 0.25% Increased
1132
LBG
Lloyds Banking Group
United Kingdom
$188K -$14.2K 1 1.88% Reduced
1133
SIAS
Shine Investment Advisory Services
Colorado
$187K +$19.6K 3 0.1% Increased
1134
EAM
Exane Asset Management
France
$187K +$204K 1 0.04% New
1135
Geneos Wealth Management
Geneos Wealth Management
Colorado
$186K -$2.52K 7 0.02% Reduced
1136
IIC
Integrated Investment Consultants
Michigan
$180K +$4.11K 2 0.08% Increased
1137
MCF Advisors
MCF Advisors
Kentucky
$179K $0 1 0.04% Maintained
1138
AIM
Anchor Investment Management
South Carolina
$179K $0 3 0.05% Maintained
1139
GLI
Guardian Life Insurance
New York
$160K +$1.89K 7 0.02% Increased
1140
OFW
Omnia Family Wealth
Florida
$160K -$3.08K 5 0.08% Reduced
1141
First Horizon Advisors
First Horizon Advisors
Tennessee
$157K +$1.9K 3 0.02% Increased
1142
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$153K +$45.1K 5 0.02% Increased
1143
MRCM
M&R Capital Management
New Jersey
$153K $0 1 0.04% Maintained
1144
QCMA
Quad Capital Management Advisors
New York
$151K +$164K 1 0.03% New
1145
ACM
Aviance Capital Management
Florida
$150K -$16.2K 1 0.01% Reduced
1146
PFBT
Parkside Financial Bank & Trust
Missouri
$150K +$66.6K 10 0.06% Increased
1147
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$148K -$339K 1 0% Reduced
1148
KIG
Kessler Investment Group
Indiana
$136K +$124K 2 0.17% Increased
1149
CFA
Carroll Financial Associates
North Carolina
$124K -$814K 4 0.01% Reduced
1150
ARMC
American Research & Management Company
Massachusetts
$118K $0 1 0.04% Maintained