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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
801	Johnson Investment Counsel Cincinnati, Ohio	$3.11M	-$876K	2	0.02%	Reduced
802	OIMU Osmosis Investment Management UK London, United Kingdom	$3.09M	-$3.47M	3	0.14%	Reduced
803	Oppenheimer Asset Management New York	$3.07M	-$1.25M	1	0.03%	Reduced
804	Wedbush Securities Los Angeles, California	$3.07M	+$41.3K	4	0.08%	Increased
805	MGO One Seven Beachwood, Ohio	$3.06M	+$272K	4	0.05%	Increased
806	AWA Aaron Wealth Advisors Chicago, Illinois	$3.06M	+$158K	3	0.16%	Increased
807	WI WBI Investments Red Bank, New Jersey	$3.06M	+$1.39M	3	0.76%	Increased
808	LCM Logan Capital Management Newtown Square, Pennsylvania	$3.04M	+$2.84M	4	0.11%	New
809	Sowell Financial Services North Little Rock, Arkansas	$3.04M	+$533K	1	0.1%	Increased
810	IA Inspire Advisors Meridian, Idaho	$3.03M	-$697K	2	0.21%	Reduced
811	VWM Vigil Wealth Management Ponte Vedra Beach, Florida	$3.02M	$0	1	2.16%	Maintained
812	EIM Essex Investment Management Boston, Massachusetts	$3.01M	+$2.46M	2	0.39%	Increased
813	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$3.01M	-$420K	3	0.33%	Reduced
814	Magnetar Financial Evanston, Illinois	$3M	+$1.66M	4	0.03%	Increased
815	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.99M	$0	1	1.04%	Maintained
816	AFP Ausdal Financial Partners Davenport, Iowa	$2.98M	+$57.5K	1	0.12%	Increased
817	CCAM Capelight Capital Asset Management New York	$2.98M	+$2.78M	1	1.43%	New
818	NB Nicolet Bankshares Green Bay, Wisconsin	$2.98M	+$63.8K	3	0.09%	Increased
819	ICM Intrepid Capital Management Jacksonville Beach, Florida	$2.97M	$0	1	1.05%	Maintained
820	Sterling Capital Management Charlotte, North Carolina	$2.96M	-$2.05M	16	0.05%	Reduced
821	Summit Financial Parsippany, New Jersey	$2.95M	+$147K	2	0.03%	Increased
822	PCP Pacific Capital Partners London,	$2.94M	$0	1	2.55%	Maintained
823	FAN Financial Advisors Network Tustin, California	$2.94M	+$90.8K	1	0.36%	Increased
824	MAI Capital Management Independence, Ohio	$2.93M	+$1.39M	6	0.01%	Increased
825	APC Alpine Peaks Capital New York	$2.88M	-$1.08M	1	3.37%	Reduced