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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
1226
Tarbox Family Office
Tarbox Family Office
California
$14K -$1.59K 4 0.01% Reduced
1227
HF
Hoxton Financial
West Virginia
$13K -$98.6K 1 0.01% Reduced
1228
Alexandria Capital
Alexandria Capital
Virginia
$12K +$1.15K 2 0.01% Increased
1229
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio)
Ohio
$11K -$8.73K 1 0% Reduced
1230
AFIA
America First Investment Advisors
Nebraska
$10K $0 1 0% Maintained
1231
Tortoise Investment Management
Tortoise Investment Management
New York
$10K $0 1 0% Maintained
1232
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$9.33K -$4.94K 1 0.01% Reduced
1233
HFM
Hartford Financial Management
Connecticut
$9K $0 1 0.01% Maintained
1234
NewSquare Capital
NewSquare Capital
Pennsylvania
$9K $0 1 0% Maintained
1235
WOC
West Oak Capital
California
$8.83K $0 1 0.01% Maintained
1236
Gradient Investments
Gradient Investments
Minnesota
$8K +$7.13K 1 0% Increased
1237
DA
Dunvegan Associates
California
$7K +$7.47K 1 0.01% New
1238
TDC
Thompson Davis & Co
Virginia
$7K $0 1 0.01% Maintained
1239
CFSG
Community Financial Services Group
Vermont
$6K +$5.84K 1 0% New
1240
PSI
Pinnacle Summer Investments
Virginia
$6K -$6.37K 2 0% Reduced
1241
HCM
Horrell Capital Management
Arkansas
$5K $0 1 0% Maintained
1242
Nelson Capital Management
Nelson Capital Management
California
$5K -$5.97K 1 0% Reduced
1243
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$4.77K -$101 1 0.66% Reduced
1244
HCM
Highlander Capital Management
New Jersey
$4.66K -$82.9K 1 0% Reduced
1245
CI Global Investments
CI Global Investments
California
$4K +$4.09K 1 0% New
1246
JT
Jump Trading
Illinois
$4K -$206K 1 0% Reduced
1247
PFSC
Peoples Financial Services Corp
Pennsylvania
$4K $0 1 0% Maintained
1248
NIM
NuWave Investment Management
New Jersey
$3K -$45.2K 1 0.01% Reduced
1249
Arrow Financial
Arrow Financial
New York
$2K $0 1 0% Maintained
1250
IFA
Interactive Financial Advisors
Illinois
$2K +$1.81K 1 0% New