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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
1576
BMM
Buffington Mohr McNeal
Idaho
$0 -$99K 0 – Closed
1577
BWA
Burt Wealth Advisors
Maryland
$0 -$3K 0 – Closed
1578
CHP
Cable Hill Partners
Oregon
$0 -$16K 0 – Closed
1579
CI
Caerus Investors
New York
$0 -$5.36M 0 – Closed
1580
CCM
Carlson Capital Management
Minnesota
$0 -$258K 0 – Closed
1581
Centiva Capital
Centiva Capital
New York
$0 -$10.6M 0 – Closed
1582
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0 -$260K 0 – Closed
1583
CWM
Chesapeake Wealth Management
Virginia
$0 -$376K 0 – Closed
1584
CT
Chicago Trust
Illinois
$0 -$229K 0 – Closed
1585
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$0 -$14.1M 0 – Closed
1586
CIR
Clear Investment Research
Georgia
$0 $0 5 0% Maintained
1587
CFSG
Community Financial Services Group
Vermont
$0 -$259K 0 – Closed
1588
CI
Cowen Inc
New York
$0 -$7.45M 0 – Closed
1589
DCM
Delta Capital Management
New Jersey
$0 -$223K 0 – Closed
1590
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0 -$38.8M 0 – Closed
1591
DF
Donoghue Forlines
Massachusetts
$0 -$5.58M 0 – Closed
1592
Driehaus Capital Management
Driehaus Capital Management
Illinois
$0 -$15.4M 0 – Closed
1593
DBT
Dubuque Bank & Trust
Iowa
$0 -$33K 0 – Closed
1594
DFO
Duquesne Family Office
New York
$0 -$459K 0 – Closed
1595
EGA
E&G Advisors
Texas
$0 -$201K 0 – Closed
1596
EIM
Essex Investment Management
Massachusetts
$0 -$383K 0 – Closed
1597
FC
Ferris Capital
Massachusetts
$0 -$63K 0 – Closed
1598
FAT
First American Trust
California
$0 -$4.14M 0 – Closed
1599
FNC
First National Corp
Massachusetts
$0 -$5K 0 – Closed
1600
FI
FormulaFolio Investments
Michigan
$0 -$598K 0 – Closed