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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
1176
NCM
Nelson Capital Management
California
$4K $0 1 0% Maintained
1177
HCM
Highlander Capital Management
New Jersey
$3.57K $0 1 0% Maintained
1178
ANBT
American National Bank & Trust
Texas
$3K +$3.78K 1 0% New
1179
JFA
JNBA Financial Advisors
Minnesota
$3K +$3.1K 1 0% New
1180
Pathstone Family Office
Pathstone Family Office
New Jersey
$3K +$3.29K 1 0.01% New
1181
SA
SRH Advisors
Kansas
$3K +$3.23K 2 0.02% New
1182
VCM
Vigilant Capital Management
Maine
$3K +$2.71K 1 0% New
1183
RWM
Raffa Wealth Management
District of Columbia
$2.15K +$2.23K 4 0% New
1184
AW
Alpha Windward
Massachusetts
$2K $0 1 0% Maintained
1185
FAM
Fortaleza Asset Management
Illinois
$2K -$442K 1 0% Reduced
1186
JWA
JFS Wealth Advisors
Pennsylvania
$2K $0 1 0% Maintained
1187
M
MOTCO
Texas
$2K $0 1 0% Maintained
1188
AssetMark Inc
AssetMark Inc
California
$1K -$2.25K 1 0% Reduced
1189
CFA
Camarda Financial Advisors
Florida
$1K -$76K 1 0% Reduced
1190
3NC
300 North Capital
California
$0 -$4.09M 0 – Closed
1191
AP
Advisors Preferred
Maryland
$0 -$44K 0 – Closed
1192
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0 -$550K 0 – Closed
1193
Algert Global
Algert Global
California
$0 -$315K 0 – Closed
1194
AGM
Alpine Global Management
New York
$0 -$1.54M 0 – Closed
1195
AGA
Altrinsic Global Advisors
Connecticut
$0 -$48M 0 – Closed
1196
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0 -$28.5M 0 – Closed
1197
AAM
Aston Asset Management
Illinois
$0 -$2.36M 0 – Closed
1198
Axiom Investors
Axiom Investors
Connecticut
$0 -$89.9M 0 – Closed
1199
BCM
Beck Capital Management
Texas
$0 -$1.64M 0 – Closed
1200
BHA
Beech Hill Advisors
New York
$0 -$561K 0 – Closed