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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
1301
PCG
Private Capital Group
Connecticut
$103K +$29.2K 5 0.02% Increased
1302
DPA
Delphi Private Advisors
California
$102K $0 2 0.34% Maintained
1303
OIM
Orca Investment Management
Oregon
$101K $0 1 0.11% Maintained
1304
Capstone Investment Advisors
Capstone Investment Advisors
New York
$93K +$96.3K 1 0% New
1305
CF
Centaurus Financial
California
$92K +$85.1K 4 0.01% New
1306
C
Cerebellum
California
$87K -$214K 1 0.15% Reduced
1307
FIB
First Interstate Bank
Montana
$86K -$104K 3 0.02% Reduced
1308
PCTC
Perkins Coie Trust Company
Washington
$86K $0 1 0.04% Maintained
1309
VCM
Versant Capital Management
Arizona
$86K -$1.07K 9 0.04% Reduced
1310
QCIG
Quad-Cities Investment Group
Iowa
$85K +$95.3K 1 0.08% New
1311
BG
Bollard Group
Massachusetts
$82K +$411 2 0% Increased
1312
ADL
Asset Dedication LLC
California
$80K $0 1 0.03% Maintained
1313
MSA
Marino Stram & Associates
Massachusetts
$79K +$1.95K 5 0.07% Increased
1314
MUS
Mitsubishi UFJ Securities
Japan
$79K -$52K 1 0.28% Reduced
1315
MFW
Mosaic Family Wealth
Missouri
$78K -$5K 1 0.03% Reduced
1316
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$77K $0 2 0.08% Maintained
1317
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$71K $0 2 0.06% Maintained
1318
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$69K +$14.2K 4 0.01% Increased
1319
HCM
Hilton Capital Management
New York
$69K +$69.5K 2 0.01% New
1320
Harding Loevner
Harding Loevner
New Jersey
$67K +$69.3K 1 0% New
1321
WCAMG
Woodard & Company Asset Management Group
North Carolina
$66.4K $0 1 0.06% Maintained
1322
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$66K +$1.78K 3 0.01% Increased
1323
BWM
Baystate Wealth Management
Massachusetts
$64K +$1.82K 2 0.01% Increased
1324
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$64K -$6.68K 7 0% Reduced
1325
YWP
YorkBridge Wealth Partners
New York
$63K -$592 5 0.03% Reduced