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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
1201
QAM
QCI Asset Management
New York
$38K $0 2 0.01% Maintained
1202
AIM
Anchor Investment Management
South Carolina
$38K -$2.04K 1 0.01% Reduced
1203
TDC
Thompson Davis & Co
Virginia
$37K +$22.7K 3 0.07% Increased
1204
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$35.6K $0 1 0.01% Maintained
1205
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$1.96K 5 0.02% Increased
1206
NO
Ninety One
South Africa
$32K +$4.71K 1 0.02% Increased
1207
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$30.4K $0 2 0.04% Maintained
1208
CFG
CKW Financial Group
Hawaii
$29K $0 1 0.01% Maintained
1209
WIC
Woodmont Investment Counsel
Tennessee
$28K +$29.4K 3 0.01% New
1210
MWM
MinichMacGregor Wealth Management
New York
$27K +$19.6K 3 0.03% Increased
1211
AFA
Abacus FCF Advisors
Florida
$24K -$1.64M 1 0.96% Reduced
1212
GAM
Gemmer Asset Management
California
$24K $0 3 0.01% Maintained
1213
HS
Horan Securities
United States
$24K +$26.4K 1 0.03% New
1214
MCM
McKinley Capital Management
Alaska
$24K -$5.64M 1 0% Reduced
1215
ECM
Estabrook Capital Management
New York
$23.6K $0 2 0% Maintained
1216
JWA
JFS Wealth Advisors
Pennsylvania
$23K -$2K 1 0.01% Reduced
1217
SIG
Stanford Investment Group
California
$23K $0 1 0.01% Maintained
1218
HCM
Highlander Capital Management
New Jersey
$22K -$60.3K 2 0.02% Reduced
1219
CI Global Investments
CI Global Investments
California
$21K +$21.8K 1 0% New
1220
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$21K +$1.39K 3 0.01% Increased
1221
PP
Palladium Partners
Virginia
$21K -$7.75K 1 0% Reduced
1222
PCP
Proficio Capital Partners
Massachusetts
$21K -$48.4K 3 0.01% Reduced
1223
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$20K $0 1 0.01% Maintained
1224
CFN
Cordasco Financial Network
Florida
$20K -$9.96K 1 0.02% Reduced
1225
TJHA
Thomas J. Herzfeld Advisors
Florida
$19K +$6.93K 1 0.01% Increased