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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1001	PCM Prelude Capital Management New York	$637K	+$424K	5	0.08%	Increased
1002	SEC Seven Eight Capital New York	$632K	-$302K	4	0.61%	Reduced
1003	VFS VSR Financial Services Overland Park, Kansas	$630K	+$504	1	0.08%	Increased
1004	TIA Tiemann Investment Advisors Menlo Park, California	$628K	+$20.6K	2	0.7%	Increased
1005	CAM Carret Asset Management New York	$627K	$0	1	0.12%	Maintained
1006	NERM New England Research & Management Chicago, Illinois	$624K	+$37.8K	1	0.56%	Increased
1007	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$617K	+$351	1	0.07%	Increased
1008	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$615K	-$3.91K	1	0.27%	Reduced
1009	Burgundy Asset Management Toronto, Ontario, Canada	$603K	$0	1	0.01%	Maintained
1010	HT HighTower Trust Houston, Texas	$602K	+$482K	1	0.08%	Increased
1011	SWM SVA Wealth Management Madison, Wisconsin	$592K	+$113K	2	0.25%	Increased
1012	IB Intrust Bank Wichita, Kansas	$588K	-$107K	1	0.22%	Reduced
1013	VFA Virtus Fund Advisers Hartford, Connecticut	$578K	+$551K	4	0%	New
1014	Capital World Investors Los Angeles, California	$575K	$0	1	0%	Maintained
1015	MP Manifold Partners San Francisco, California	$573K	+$567K	1	0.33%	New
1016	ANBT American National Bank & Trust Wichita Falls, Texas	$556K	-$660	1	0.21%	Reduced
1017	R.M. Davis Inc Portland, Maine	$546K	$0	1	0.03%	Maintained
1018	LWI Long Wharf Investors Boston, Massachusetts	$543K	+$17.6K	1	0.43%	Increased
1019	UR USCA RIA Houston, Texas	$540K	-$41.3K	2	0.18%	Reduced
1020	Wilmington Savings Fund Society Wilmington, Delaware	$536K	-$52.4K	1	0.03%	Reduced
1021	HCM Herndon Capital Management Atlanta, Georgia	$534K	$0	2	0.01%	Maintained
1022	BFC Blue Fin Capital Warren, Rhode Island	$534K	$0	1	0.43%	Maintained
1023	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$532K	-$57K	3	0.13%	Reduced
1024	GA GFS Advisors Houston, Texas	$526K	+$35.3K	2	0.21%	Increased
1025	MCM Manchester Capital Management Manchester, Vermont	$520K	+$217K	5	0.07%	Increased