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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
PFBT
Parkside Financial Bank & Trust
Missouri
$78K +$24.4K 9 0.03% Increased
1177
PCP
Proficio Capital Partners
Massachusetts
$78K +$28K 7 0.03% Increased
1178
PCTC
Perkins Coie Trust Company
Washington
$77K $0 1 0.04% Maintained
1179
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$75K -$13.8K 2 0.02% Reduced
1180
VCM
Versant Capital Management
Arizona
$72K -$2.31K 7 0.04% Reduced
1181
FC
Ferris Capital
Massachusetts
$71K +$67.5K 7 0.03% New
1182
BWM
Baystate Wealth Management
Massachusetts
$70K +$395 2 0.01% Increased
1183
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$68K -$3.8K 5 0.01% Reduced
1184
MFW
Mosaic Family Wealth
Missouri
$67K -$4K 2 0.03% Reduced
1185
AOWM
Alpha Omega Wealth Management
Virginia
$65K $0 3 0.03% Maintained
1186
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$65K +$50.3K 3 0.02% Increased
1187
WOC
West Oak Capital
California
$64.9K $0 2 0.04% Maintained
1188
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$62.4K $0 2 0.05% Maintained
1189
Harding Loevner
Harding Loevner
New Jersey
$59K +$56K 1 0% New
1190
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$58K +$19.5K 4 0.01% Increased
1191
NO
Ninety One
South Africa
$57K $0 1 0.03% Maintained
1192
BAM
Barrett Asset Management
New York
$55K $0 2 0% Maintained
1193
Ronald Blue & Co
Ronald Blue & Co
Georgia
$54K $0 1 0% Maintained
1194
YWP
YorkBridge Wealth Partners
New York
$54K $0 6 0.03% Maintained
1195
JFA
JNBA Financial Advisors
Minnesota
$51K $0 1 0.01% Maintained
1196
Krilogy Financial
Krilogy Financial
Missouri
$51K -$16.5K 4 0.01% Reduced
1197
Global Retirement Partners
Global Retirement Partners
California
$48K +$5.02K 5 0.02% Increased
1198
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$46K -$3.42M 1 0% Reduced
1199
WA
WFG Advisors
Texas
$46K +$157 2 0.01% Increased
1200
BCM
Blume Capital Management
California
$45K $0 3 0.03% Maintained