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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
1276
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K +$2.67K 2 0% New
1277
KLI
Kelman-Lazarov Inc
Tennessee
$2K +$2.04K 1 0% New
1278
FWM
Focused Wealth Management
New York
$1K -$6.6K 1 0% Reduced
1279
CFA
CT Financial Advisors
Pennsylvania
$570 $0 1 0% Maintained
1280
AIM
Act II Management
New York
$0 -$6.99M 0 – Closed
1281
ACM
ADI Capital Management
New York
$0 -$13.3M 0 – Closed
1282
AIA
Allegis Investment Advisors
Idaho
$0 -$30K 0 – Closed
1283
Allworth Financial
Allworth Financial
California
$0 -$27K 0 – Closed
1284
AGM
Alpine Global Management
New York
$0 -$2.41M 0 – Closed
1285
AWCI
Alpine Woods Capital Investors
New York
$0 -$240K 0 – Closed
1286
ACS
Archford Capital Strategies
Illinois
$0 -$12K 0 – Closed
1287
AC
Argentiere Capital
Switzerland
$0 -$801K 0 – Closed
1288
ACPU
Arrowgrass Capital Partners (US)
Delaware
$0 -$1.2M 0 – Closed
1289
AC
Ascend Capital
California
$0 -$10.6M 0 – Closed
1290
AP
Atwood & Palmer
Missouri
$0 -$14K 0 – Closed
1291
AAM
Aureus Asset Management
Massachusetts
$0 -$208K 0 – Closed
1292
Axiom Investors
Axiom Investors
Connecticut
$0 -$727K 0 – Closed
1293
AC
Axon Capital
New York
$0 -$18M 0 – Closed
1294
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0 -$50.3M 0 – Closed
1295
BOH
Bank of Hawaii
Hawaii
$0 -$1.53M 0 – Closed
1296
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$0 -$12K 0 – Closed
1297
BGA
Belmont Global Advisors
Texas
$0 -$618K 0 – Closed
1298
BA
Birinyi Associates
Connecticut
$0 -$580K 0 – Closed
1299
Boothbay Fund Management
Boothbay Fund Management
New York
$0 -$211K 0 – Closed
1300
BIC
Bridges Investment Counsel
Nebraska
$0 -$201K 0 – Closed