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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
1926
DRW Securities
DRW Securities
Illinois
$0 -$135K 0 – Closed
1927
EFG Asset Management
EFG Asset Management
Oregon
$0 -$745K 0 – Closed
1928
EC
Eminence Capital
New York
$0 -$73.6M 0 – Closed
1929
Empowered Funds
Empowered Funds
Pennsylvania
$0 -$10.2M 0 – Closed
1930
ER
Enlightenment Research
Florida
$0 -$375K 0 – Closed
1931
Evermay Wealth Management
Evermay Wealth Management
Virginia
$0 -$8K 0 – Closed
1932
ETCM
Evolutionary Tree Capital Management
Virginia
$0 -$3.14M 0 – Closed
1933
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$0 -$191K 0 – Closed
1934
FFC
First Financial Corp
Indiana
$0 -$9K 0 – Closed
1935
First Pacific Advisors
First Pacific Advisors
California
$0 -$244K 0 – Closed
1936
FC
FORA Capital
Florida
$0 -$4.21M 0 – Closed
1937
FFM
Forager Funds Management
Australia
$0 -$1.21M 0 – Closed
1938
FAG
Fortitude Advisory Group
Washington
$0 -$88K 0 – Closed
1939
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$0 -$7.74M 0 – Closed
1940
FI
Fosun International
China
$0 -$1.66M 0 – Closed
1941
Foundry Partners
Foundry Partners
Minnesota
$0 -$227K 0 – Closed
1942
Fractal Investments
Fractal Investments
Connecticut
$0 -$216K 0 – Closed
1943
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$0 -$491K 0 – Closed
1944
FFA
Freedman Financial Associates
Massachusetts
$0 -$71K 0 – Closed
1945
FFWM
Future Financial Wealth Management
Ohio
$0 -$87K 0 – Closed
1946
GPA
Garrison Point Advisors
California
$0 -$216K 0 – Closed
1947
Gemmer Asset Management
Gemmer Asset Management
California
$0 -$124K 0 – Closed
1948
GEH
General Equity Holdings
New York
$0 -$4.79M 0 – Closed
1949
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$0 -$819K 0 – Closed
1950
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina)
North Carolina
$0 -$212K 0 – Closed