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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
876	CTI Community Trust & Investment Versailles, Kentucky	$900K	$0	2	0.11%	Maintained
877	TH Timber Hill Greenwich, Connecticut	$900K	-$1.11M	3	0%	Reduced
878	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$895K	+$162K	6	0.23%	Increased
879	SCM Southport Capital Management Chattanooga, Tennessee	$891K	+$863K	2	0.5%	New
880	Intact Investment Management Montreal, Quebec, Canada	$890K	+$989K	2	0.04%	New
881	Evercore Wealth Management New York	$886K	-$448K	5	0.04%	Reduced
882	PPCM Pillar Pacific Capital Management Pacifica, California	$874K	-$9.14K	2	0.15%	Reduced
883	DA Denali Advisors San Diego, California	$869K	-$58K	2	0.15%	Reduced
884	WP WMS Partners Towson, Maryland	$861K	+$10.5K	2	0.12%	Increased
885	AIM Acropolis Investment Management St. Louis, Missouri	$860K	+$154K	1	0.16%	Increased
886	LJAC L.J. Altfest & Co New York	$859K	$0	2	0.6%	Maintained
887	TIM Thompson Investment Management Madison, Wisconsin	$856K	+$24.6K	2	0.18%	Increased
888	MAM Mizuho Asset Management Tokyo, Japan	$851K	+$430K	6	0.15%	Increased
889	DM Diker Management New York	$849K	+$928K	1	0.33%	New
890	NONA Ninety One North America New York	$848K	+$842K	1	0.12%	New
891	AIM Assured Investment Management New York	$847K	-$540K	1	0.02%	Reduced
892	Everett Harris & Co Los Angeles, California	$842K	-$6.25K	1	0.03%	Reduced
893	CIM CIM Investment Management Pittsburgh, Pennsylvania	$834K	+$614K	2	0.35%	Increased
894	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$828K	+$184K	3	0.11%	Increased
895	CCG Cypress Capital Group Palm Beach, Florida	$826K	+$49.1K	1	0.19%	Increased
896	SouthState Corp Winter Haven, Florida	$826K	-$550K	1	0.12%	Reduced
897	Simplicity Solutions Minneapolis, Minnesota	$822K	+$82.8K	1	0.44%	Increased
898	ACM Argentus Capital Management Dallas, Texas	$813K	-$71.6K	2	0.35%	Reduced
899	Brown Brothers Harriman & Co New York	$813K	-$51.2K	3	0%	Reduced
900	JIP Jaffetilchin Investment Partners Tampa, Florida	$811K	-$124K	2	0.25%	Reduced