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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
551	Bowie Capital Management Richardson, Texas	$6.39M	$0	2	2.69%	Maintained
552	SAM Stansberry Asset Management Westlake, Texas	$6.39M	+$5.69M	1	2.75%	New
553	BPM Bowling Portfolio Management Cincinnati, Ohio	$6.38M	+$5.71M	2	0.85%	New
554	Capital Fund Management (CFM) Paris, France	$6.35M	-$22.8M	2	0.04%	Reduced
555	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$6.33M	-$438K	1	0.48%	Reduced
556	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$6.3M	-$1.28M	2	1.49%	Reduced
557	ACC Accident Compensation Corp Wellington, New Zealand	$6.28M	-$1.34M	1	1.73%	Reduced
558	WCM Woodson Capital Management Greenwich, Connecticut	$6.26M	-$4.16M	2	2.64%	Reduced
559	Cerity Partners New York	$6.25M	+$250K	2	0.42%	Increased
560	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$6.19M	-$10.1K	1	4.71%	Reduced
561	CCP Corient Capital Partners Newport Beach, California	$6.18M	+$2.65M	2	1.05%	Increased
562	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.1M	+$113K	10	0.28%	Increased
563	Freestone Capital Holdings Seattle, Washington	$6.01M	-$663K	2	0.42%	Reduced
564	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.01M	+$1.16M	6	0.27%	Increased
565	CAM ClariVest Asset Management San Diego, California	$5.97M	+$5.23M	3	0.1%	New
566	Epoch Investment Partners New York	$5.87M	-$12.3M	1	0.02%	Reduced
567	Ballentine Partners Waltham, Massachusetts	$5.86M	+$5.03M	1	0.32%	New
568	Synovus Financial Columbus, Georgia	$5.86M	-$25.4K	3	0.1%	Reduced
569	ACP Ashfield Capital Partners San Francisco, California	$5.83M	-$151K	2	0.75%	Reduced
570	SEC Seven Eight Capital New York	$5.75M	-$341K	2	0.59%	Reduced
571	FAT First American Trust Santa Ana, California	$5.71M	-$983K	2	1.41%	Reduced
572	DCM Decatur Capital Management Decatur, Georgia	$5.7M	-$847K	1	1.16%	Reduced
573	PAA Peregrine Asset Advisers Portland, Oregon	$5.7M	-$87.3K	1	2.85%	Reduced
574	SCM Snow Capital Management Sewickley, Pennsylvania	$5.68M	+$2.59M	1	0.25%	Increased
575	DCCA D.C. Capital Advisors New York	$5.66M	+$4.71M	1	3.03%	Increased