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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	Advisor Group Phoenix, Arizona	$6.74M	+$804K	11	0.11%	Increased
502	SG Swarthmore Group Philadelphia, Pennsylvania	$6.66M	-$3.91M	1	1.52%	Reduced
503	SIA SeaBridge Investment Advisors Summit, New Jersey	$6.58M	-$550K	2	1.54%	Reduced
504	DTL Dynamic Technology Lab Singapore	$6.56M	+$1.74M	6	1.07%	Increased
505	RE RBC Europe London, United Kingdom	$6.56M	+$6.2M	7	0.86%	New
506	State of Alaska Department of Revenue Juneau, Alaska	$6.56M	+$4.77M	10	0.33%	Increased
507	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$6.53M	-$13.5K	2	1.65%	Reduced
508	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.53M	$0	7	0.31%	Maintained
509	Brinker Capital Berwyn, Pennsylvania	$6.52M	+$306K	5	0.27%	Increased
510	UMA USA Mutuals Advisors Dallas, Texas	$6.52M	$0	1	3.75%	Maintained
511	NewEdge Advisors New Orleans, Louisiana	$6.5M	+$711K	2	1.01%	Increased
512	Wolverine Trading Chicago, Illinois	$6.47M	-$29.3K	5	0.02%	Reduced
513	Primecap Management Pasadena, California	$6.46M	-$2.44M	1	0.01%	Reduced
514	Sit Investment Associates Minneapolis, Minnesota	$6.39M	$0	2	0.16%	Maintained
515	AIM Arcadia Investment Management Kalamazoo, Michigan	$6.38M	-$170K	2	1.95%	Reduced
516	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.34M	+$1.52M	4	0.07%	Increased
517	Freestone Capital Holdings Seattle, Washington	$6.33M	+$356K	3	0.45%	Increased
518	MC Martin Currie Edinburgh, United Kingdom	$6.25M	-$358K	1	0.48%	Reduced
519	CPIM Columbia Partners Investment Management Alexandria, Virginia	$6.25M	-$1.21M	2	0.82%	Reduced
520	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$6.17M	-$1.66M	1	0.27%	Reduced
521	MIC MU Investments Company Tokyo, Japan	$6.17M	$0	1	4.76%	Maintained
522	SC Schulhoff & Co Cincinnati, Ohio	$6.15M	-$39.6K	3	3.65%	Reduced
523	CIA Covington Investment Advisors Ligonier, Pennsylvania	$6.08M	$0	1	2.3%	Maintained
524	Natixis Paris, France	$6.02M	-$6M	4	0.06%	Reduced
525	CIM Chiron Investment Management New York	$5.99M	-$6.96M	1	1.26%	Reduced