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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
SignatureFD
SignatureFD
Georgia
$117K +$36.7K 7 0.02% Increased
1152
ZB
Zions Bancorporation
Utah
$117K -$1.94K 6 0.02% Reduced
1153
VIA
Vantage Investment Advisors
Pennsylvania
$115K -$4K 1 0.05% Reduced
1154
GBT
Grove Bank & Trust
Florida
$109K $0 2 0.1% Maintained
1155
Quadrant Capital Group
Quadrant Capital Group
Ohio
$109K -$21K 10 0.08% Reduced
1156
WEC
Winslow Evans & Crocker
Massachusetts
$106K -$8.57K 4 0.03% Reduced
1157
KPCM
Kings Point Capital Management
New York
$105K $0 2 0.03% Maintained
1158
FMLI
Fukoku Mutual Life Insurance
Japan
$102K $0 1 0.02% Maintained
1159
KT
Kanaly Trust
Texas
$97K -$304K 7 0.02% Reduced
1160
Geneos Wealth Management
Geneos Wealth Management
Colorado
$96K -$13.2K 5 0.01% Reduced
1161
MFW
Mosaic Family Wealth
Missouri
$96K $0 3 0.05% Maintained
1162
Penserra Capital Management
Penserra Capital Management
California
$95K -$697K 4 0.01% Reduced
1163
HPBT
High Point Bank & Trust
North Carolina
$93K $0 2 0.03% Maintained
1164
SIM
Sonora Investment Management
Arizona
$91.9K $0 4 0.02% Maintained
1165
PCTC
Perkins Coie Trust Company
Washington
$91K $0 1 0.06% Maintained
1166
MMG
Monetary Management Group
Missouri
$90K $0 1 0.04% Maintained
1167
Krilogy Financial
Krilogy Financial
Missouri
$87K +$12.4K 4 0.03% Increased
1168
ACP
Arrowgrass Capital Partners
United Kingdom
$86K +$99.3K 1 0.03% New
1169
KLWA
Kelly Lawrence W & Associates
California
$82K +$84K 1 0.02% New
1170
VCM
Versant Capital Management
Arizona
$82K +$9.02K 9 0.05% Increased
1171
CAW
Cornerstone Advisors (Washington)
Washington
$81K +$6.75K 7 0.08% Increased
1172
HCM
Highlander Capital Management
New Jersey
$74K +$74.3K 2 0.07% Increased
1173
IC
IKOS CIF
Cyprus
$73K -$906K 1 0.25% Reduced
1174
PCP
Proficio Capital Partners
Massachusetts
$73K +$39.1K 4 0.05% Increased
1175
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$71K -$753 3 0.01% Reduced