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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
1151
WhitTier Trust Company
WhitTier Trust Company
Nevada
$94K -$148 3 0.01% Reduced
1152
IC
IKOS CIF
Cyprus
$91K -$803K 1 0.15% Reduced
1153
AIM
Acuity Investment Management
Ontario, Canada
$89K +$83.2K 1 0.07% New
1154
TCOV
Trust Company of Vermont
Vermont
$88K -$7.05K 1 0.01% Reduced
1155
CFG
CKW Financial Group
Hawaii
$81K -$2.45K 3 0.03% Reduced
1156
PCTC
Perkins Coie Trust Company
Washington
$76K $0 1 0.06% Maintained
1157
SignatureFD
SignatureFD
Georgia
$75K +$5.18K 2 0.02% Increased
1158
Advisory Services Network
Advisory Services Network
Georgia
$72K +$71.9K 5 0.02% New
1159
FMLI
Fukoku Mutual Life Insurance
Japan
$71K $0 1 0.01% Maintained
1160
RBA
Richard Bernstein Advisors
New York
$70K $0 1 0.01% Maintained
1161
TCCM
Timber Creek Capital Management
Massachusetts
$66K $0 1 0.05% Maintained
1162
ATC
Adirondack Trust Company
New York
$62K -$16.3K 2 0.05% Reduced
1163
SIG
Stanford Investment Group
California
$61K +$59.8K 2 0.05% New
1164
FNYS
First New York Securities
New York
$57.9K -$30.2K 4 0.1% Reduced
1165
CBT
Central Bank & Trust
Kentucky
$53K $0 1 0.02% Maintained
1166
FI
FCM Investments
Texas
$53K $0 1 0.02% Maintained
1167
RAM
RK Asset Management
Michigan
$53K +$52.5K 1 0.04% New
1168
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$51K -$2.55K 1 0.01% Reduced
1169
Colony Group
Colony Group
Massachusetts
$51K -$15.9K 2 0.01% Reduced
1170
FFC
First Financial Corp
Indiana
$49K $0 3 0.02% Maintained
1171
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$49K +$47.8K 2 0.01% New
1172
WA
WealthTrust-Arizona
Arizona
$48K -$317 3 0.04% Reduced
1173
CFA
Camarda Financial Advisors
Florida
$47K +$43.3K 2 0.03% Increased
1174
AA
Apriem Advisors
California
$46K +$19.8K 2 0.02% Increased
1175
BCM
Blume Capital Management
California
$46K +$44.3K 1 0.03% New