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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
776	MCC Malaga Cove Capital Pv Estates, California	$1.55M	+$717K	1	0.93%	Increased
777	SGAM Smith Group Asset Management Dallas, Texas	$1.52M	+$311K	3	0.05%	Increased
778	PIM Penobscot Investment Management Boston, Massachusetts	$1.5M	+$9.29K	1	0.48%	Increased
779	FA Financial Advantage Columbia, Maryland	$1.5M	+$1.48M	1	1.27%	New
780	Nikko Asset Management Americas New York	$1.5M	+$1.43M	1	0.09%	New
781	MM Midas Management New York	$1.5M	-$314K	1	0.79%	Reduced
782	SCA Sippican Capital Advisors Boston, Massachusetts	$1.48M	$0	2	1.6%	Maintained
783	SLF Sun Life Financial Toronto, Ontario, Canada	$1.48M	+$1.42M	5	0.16%	Increased
784	ICM Intrepid Capital Management Jacksonville Beach, Florida	$1.46M	-$5.6M	1	0.57%	Reduced
785	YCM Yakira Capital Management Westport, Connecticut	$1.45M	-$1.13M	1	0.43%	Reduced
786	RWA Ropes Wealth Advisors Boston, Massachusetts	$1.45M	-$171K	4	0.41%	Reduced
787	LAM Lingohr Asset Management Duesseldorf, Germany	$1.44M	+$132K	1	0.83%	Increased
788	SSCM Summit Street Capital Management New York	$1.44M	-$343K	1	1.66%	Reduced
789	WhitTier Trust Company Reno, Nevada	$1.44M	+$55.5K	4	0.14%	Increased
790	CD Carl Domino West Palm Beach, Florida	$1.44M	-$81.5K	1	1.67%	Reduced
791	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.43M	+$22.2K	4	0.25%	Increased
792	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.41M	$0	1	0.12%	Maintained
793	Brinker Capital Investments Berwyn, Pennsylvania	$1.41M	+$833	1	0.05%	Increased
794	Ruffer LLP London, United Kingdom	$1.41M	$0	1	0.07%	Maintained
795	CONA Capital One National Association New York	$1.4M	-$206K	2	0.1%	Reduced
796	EMG Ellington Management Group Old Greenwich, Connecticut	$1.39M	-$2.2M	3	0.2%	Reduced
797	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.39M	+$554K	11	0.01%	Increased
798	ACM Alpha Capital Management Austin, Texas	$1.37M	+$60.5K	1	0.68%	Increased
799	TCI Wealth Advisors Tucson, Arizona	$1.37M	+$8.79K	9	0.7%	Increased
800	1SB 1ST Source Bank South Bend, Indiana	$1.36M	+$25.4K	1	0.12%	Increased