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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	FSA Franklin Street Advisors Chapel Hill, North Carolina	$5.51M	+$489K	1	0.97%	Increased
502	AF Ally Financial Detroit, Michigan	$5.49M	+$1.63M	3	0.92%	Increased
503	Freestone Capital Holdings Seattle, Washington	$5.41M	+$830K	4	0.46%	Increased
504	UMA USA Mutuals Advisors Dallas, Texas	$5.39M	+$913K	1	3.19%	Increased
505	CIBC World Market Toronto, Ontario, Canada	$5.37M	-$2M	3	0.02%	Reduced
506	First Allied Advisory Services San Diego, California	$5.35M	+$4.23M	4	0.27%	Increased
507	IRF IBM Retirement Fund Armonk, New York	$5.34M	-$16.6K	7	0.23%	Reduced
508	GIM Goelzer Investment Management Carmel, Indiana	$5.33M	+$687K	1	0.69%	Increased
509	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$5.29M	-$514K	1	0.88%	Reduced
510	Douglas Lane & Associates New York	$5.29M	+$999K	1	0.13%	Increased
511	LIA LS Investment Advisors Bloomfield Hills, Michigan	$5.26M	+$301K	10	0.37%	Increased
512	FP FDO Partners Cambridge, Massachusetts	$5.23M	-$377K	3	2.11%	Reduced
513	Hennessy Advisors Inc Novato, California	$5.22M	-$183K	2	0.16%	Reduced
514	CL CSS LLC Chicago, Illinois	$5.22M	+$5.89M	1	0.28%	New
515	BOK Financial Tulsa, Oklahoma	$5.2M	-$4.72M	5	0.17%	Reduced
516	SC Schulhoff & Co Cincinnati, Ohio	$5.18M	+$2.91K	3	3.19%	Increased
517	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$5.13M	+$493K	8	0.06%	Increased
518	PS Pensionfund Sabic Sittard, Netherlands	$5.1M	+$729K	3	1.52%	Increased
519	Meag Munich Ergo Munich, Germany	$5.08M	-$2.36M	1	0.24%	Reduced
520	JGC J. Goldman & Co New York	$5.08M	+$2.73M	2	0.34%	Increased
521	LG Leuthold Group Minneapolis, Minnesota	$5.07M	+$4.71M	1	0.57%	New
522	1WCM 12 West Capital Management New York	$5.05M	$0	1	0.9%	Maintained
523	EFEM Eos Focused Equity Management New York	$5.02M	-$917K	1	4.5%	Reduced
524	TCTC Holdings Dallas, Texas	$4.99M	-$261K	1	0.3%	Reduced
525	BCAM Boston Common Asset Management Boston, Massachusetts	$4.95M	+$855K	1	0.72%	Increased