← All themes

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
CCM
Cribstone Capital Management
Maine
$44K $0 2 0.02% Maintained
1202
Element Capital Management
Element Capital Management
New York
$44K -$3.92M 1 0.01% Reduced
1203
FPB
First PREMIER Bank
South Dakota
$43K $0 2 0.03% Maintained
1204
CBT
Central Bank & Trust
Kentucky
$42K $0 2 0.01% Maintained
1205
RFA
Reilly Financial Advisors
California
$42K $0 3 0.01% Maintained
1206
AIM
Advantage Investment Management
Iowa
$41K -$4.28K 4 0.01% Reduced
1207
DPA
Delphi Private Advisors
California
$41K -$3.45K 1 0.08% Reduced
1208
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$40.3K +$10.5K 2 0.05% Increased
1209
CHP
Cable Hill Partners
Oregon
$40K $0 4 0.02% Maintained
1210
CFG
CKW Financial Group
Hawaii
$38K $0 1 0.01% Maintained
1211
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$38K -$13.2K 3 0.02% Reduced
1212
NC
NewSquare Capital
Pennsylvania
$38K $0 1 0.01% Maintained
1213
OFM
Okumus Fund Management
Cayman Islands
$37K $0 1 0.01% Maintained
1214
VIA
Vantage Investment Advisors
Pennsylvania
$36K +$20.7K 1 0.01% Increased
1215
WPA
West Paces Advisors
Georgia
$34.8K $0 4 0.03% Maintained
1216
CPA
Clear Perspective Advisors
Illinois
$32K $0 2 0.03% Maintained
1217
GWS
Glassman Wealth Services
Virginia
$32K -$2.78K 4 0.02% Reduced
1218
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$31.1K +$4.66K 5 0% Increased
1219
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$30K +$29.7K 2 0.01% New
1220
GBT
Grove Bank & Trust
Florida
$27K +$15.1K 4 0.02% Increased
1221
HMS
Hanseatic Management Services
New Mexico
$27K +$24.8K 1 0.01% New
1222
TDC
Thompson Davis & Co
Virginia
$27K +$811 3 0.04% Increased
1223
GAM
Gemmer Asset Management
California
$26K +$1.32K 4 0.01% Increased
1224
PO
Private Ocean
California
$26K $0 1 0.02% Maintained
1225
TIM
Tortoise Investment Management
New York
$26K +$5.69K 2 0.01% Increased