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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
OIM
Orca Investment Management
Oregon
$132K -$158K 1 0.12% Reduced
1152
OFW
Omnia Family Wealth
Florida
$127K +$5.58K 5 0.06% Increased
1153
TCOV
Trust Company of Vermont
Vermont
$124K -$11.3K 3 0.01% Reduced
1154
OFM
Okumus Fund Management
Cayman Islands
$123K $0 1 0.03% Maintained
1155
ARMC
American Research & Management Company
Massachusetts
$121K $0 1 0.04% Maintained
1156
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$121K +$103K 3 0.07% Increased
1157
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$117K -$91K 3 0.01% Reduced
1158
RIM
Ranger International Management
Illinois
$117K $0 1 6.39% Maintained
1159
FMLI
Fukoku Mutual Life Insurance
Japan
$116K $0 1 0.02% Maintained
1160
Geneos Wealth Management
Geneos Wealth Management
Colorado
$116K -$3.16K 7 0.01% Reduced
1161
PCMK
Paragon Capital Management (Kansas)
Kansas
$116K $0 1 0.04% Maintained
1162
ADL
Asset Dedication LLC
California
$113K -$10.3K 3 0.06% Reduced
1163
Capital International Inc
Capital International Inc
California
$111K $0 1 0.01% Maintained
1164
FPA
Fieldpoint Private Advisors
New York
$111K -$3.77M 1 0.3% Reduced
1165
AssetMark Inc
AssetMark Inc
California
$107K -$98.8K 4 0% Reduced
1166
IP
Intellectus Partners
California
$107K +$16.5K 1 0.05% Increased
1167
IHT Wealth Management
IHT Wealth Management
Illinois
$106K +$29.4K 4 0.07% Increased
1168
KPCM
Kings Point Capital Management
New York
$104K -$358K 2 0.02% Reduced
1169
WEC
Winslow Evans & Crocker
Massachusetts
$101K -$3.68K 3 0.03% Reduced
1170
ZB
Zions Bancorporation
Utah
$100K -$33.2K 5 0.02% Reduced
1171
ABA
American Beacon Advisors
Texas
$99.7K +$97.2K 1 1.31% New
1172
JC
JBF Capital
Colorado
$99K +$102K 1 0.01% New
1173
SIM
Sonora Investment Management
Arizona
$87.3K +$325 5 0.02% Increased
1174
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$86K +$6.48K 6 0.01% Increased
1175
AFA
Abacus FCF Advisors
Florida
$84K +$40.9K 1 0.69% Increased