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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
501	BA Boston Advisors Boston, Massachusetts	$6.56M	-$322K	2	0.28%	Reduced
502	PTC Petrus Trust Company Dallas, Texas	$6.56M	$0	1	1.75%	Maintained
503	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$6.51M	+$135K	3	0.81%	Increased
504	GHA Garcia Hamilton & Associates Houston, Texas	$6.41M	-$113K	1	1.5%	Reduced
505	ARGA Investment Management Stamford, Connecticut	$6.4M	+$3.34M	1	2.46%	Increased
506	SC Schulhoff & Co Cincinnati, Ohio	$6.33M	-$337K	3	3.91%	Reduced
507	Voloridge Investment Management Jupiter, Florida	$6.3M	-$6.84M	1	0.6%	Reduced
508	QCMC Quantum Capital Management (California) San Francisco, California	$6.28M	+$5.91M	1	1.07%	New
509	PAM Princeton Alpha Management Princeton Junction, New Jersey	$6.27M	+$2.89M	3	1.3%	Increased
510	FSA Franklin Street Advisors Chapel Hill, North Carolina	$6.26M	-$6.38M	3	1.2%	Reduced
511	LOAMU Lombard Odier Asset Management (USA) New York	$6.25M	-$64.1M	1	0.33%	Reduced
512	FBA Front Barnett Associates Chicago, Illinois	$6.22M	-$369K	1	1.15%	Reduced
513	Baird Milwaukee, Wisconsin	$6.19M	+$529K	4	0.09%	Increased
514	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.16M	-$9.85M	5	0.08%	Reduced
515	DBG De Burlo Group Boston, Massachusetts	$6.13M	-$1.09M	1	1.39%	Reduced
516	SAM Securian Asset Management St Paul, Minnesota	$6.13M	-$57.1K	5	0.21%	Reduced
517	MIP Marietta Investment Partners Milwaukee, Wisconsin	$6.12M	-$622K	2	2.53%	Reduced
518	Thrivent Financial for Lutherans Minneapolis, Minnesota	$6.11M	-$19M	8	0.03%	Reduced
519	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$6.02M	-$3.3M	3	0.21%	Reduced
520	CW Cobiz Wealth Denver, Colorado	$6.02M	-$61.4K	1	1.39%	Reduced
521	HC Hourglass Capital Houston, Texas	$6.01M	$0	1	0.87%	Maintained
522	LCS Levin Capital Strategies New York	$5.99M	+$2.53M	1	0.09%	Increased
523	OCM Olstein Capital Management Purchase, New York	$5.95M	-$7.97M	1	0.8%	Reduced
524	SCM Sandler Capital Management New York	$5.92M	-$10.1M	1	0.25%	Reduced
525	GA Geneva Advisors Chicago, Illinois	$5.81M	+$253K	2	0.11%	Increased