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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
1326
FL
Fort LP
Maryland
$0 -$452K 0 – Closed
1327
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$0 -$12K 0 – Closed
1328
FIM
Freedom Investment Management
Connecticut
$0 -$339K 0 – Closed
1329
FFW
Fusion Family Wealth
New York
$0 -$3K 0 – Closed
1330
GS
Girard Securities
California
$0 -$327K 0 – Closed
1331
Gradient Investments
Gradient Investments
Minnesota
$0 +$207 2 0% New
1332
HCA
Harbour Capital Advisors
Virginia
$0 -$72.5K 0 – Closed
1333
HA
Harfst & Associates
Wyoming
$0 -$11K 0 – Closed
1334
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$0 -$4.7M 0 – Closed
1335
HIP
Hengistbury Investment Partners
United Kingdom
$0 -$25.6M 0 – Closed
1336
HCM
Hodges Capital Management
Texas
$0 -$277K 0 – Closed
1337
Homrich & Berg
Homrich & Berg
Georgia
$0 -$207K 0 – Closed
1338
HCM
Horan Capital Management
Maryland
$0 -$7.81M 0 – Closed
1339
IA
Icon Advisers
Colorado
$0 -$695K 0 – Closed
1340
IAM
Integre Asset Management
New York
$0 -$1.12M 0 – Closed
1341
IIA
IPG Investment Advisors
California
$0 -$326K 0 – Closed
1342
IIM
Ivory Investment Management
New York
$0 -$27.2M 0 – Closed
1343
JIR
James Investment Research
Ohio
$0 -$133K 0 – Closed
1344
JC
JBF Capital
Colorado
$0 -$99K 0 – Closed
1345
KTA
Keeley-Teton Advisors
Illinois
$0 -$973K 0 – Closed
1346
Level Four Advisory Services
Level Four Advisory Services
Texas
$0 -$510K 0 – Closed
1347
LA
Lucus Advisors
New York
$0 -$830K 0 – Closed
1348
LA
LVW Advisors
New York
$0 -$245K 0 – Closed
1349
MIHAS
Maj Invest Holding A/S
Denmark
$0 -$42.9M 0 – Closed
1350
MC
Maplelane Capital
New York
$0 +$61 1 0% New