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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
GIM
Groesbeck Investment Management
New Jersey
$275K -$5.12K 1 0.22% Reduced
1302
180 Wealth Advisors
180 Wealth Advisors
Washington
$274K -$8.03K 1 0.12% Reduced
1303
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$272K +$683 1 0.01% Increased
1304
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$270K +$265K 1 0.1% New
1305
RBF Capital
RBF Capital
California
$270K $0 1 0.03% Maintained
1306
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$269K $0 1 0.15% Maintained
1307
AWCI
Alpine Woods Capital Investors
New York
$268K +$246K 1 0.06% New
1308
Maple Capital Management
Maple Capital Management
Vermont
$267K +$17.1K 1 0.06% Increased
1309
PC
Permit Capital
Pennsylvania
$267K $0 2 0.12% Maintained
1310
Cannell & Spears
Cannell & Spears
New York
$266K -$34.2K 1 0.03% Reduced
1311
Berman Capital Advisors
Berman Capital Advisors
Georgia
$265K +$33.1K 9 0.08% Increased
1312
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$264K +$52.1K 1 0.16% Increased
1313
GM Advisory Group
GM Advisory Group
New York
$263K $0 1 0.08% Maintained
1314
Seizert Capital Partners
Seizert Capital Partners
Michigan
$262K -$194K 1 0.01% Reduced
1315
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$262K $0 1 0.04% Maintained
1316
SSW
Smith Shellnut Wilson
Mississippi
$262K -$6.67K 1 0.2% Reduced
1317
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$262K +$78.2K 6 0.03% Increased
1318
Boston Advisors
Boston Advisors
Massachusetts
$260K -$2.39M 1 0.01% Reduced
1319
QCIG
Quad-Cities Investment Group
Iowa
$260K +$720 2 0.23% Increased
1320
AIM
Alambic Investment Management
California
$259K +$273K 1 0.16% New
1321
AC
Arjuna Capital
North Carolina
$258K +$5.3K 1 0.19% Increased
1322
ICOM
Investment Counselors of Maryland
Maryland
$258K $0 1 0.01% Maintained
1323
MCA
Mercer Capital Advisers
New Jersey
$258K $0 1 0.17% Maintained
1324
Savant Capital
Savant Capital
Illinois
$257K +$33.8K 1 0.04% Increased
1325
BFA
Benedict Financial Advisors
Georgia
$254K -$5.61K 1 0.11% Reduced