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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	TFA Toth Financial Advisory Leesburg, Virginia	$896K	-$114K	1	0.23%	Reduced
877	GEM Global Endowment Management Charlotte, North Carolina	$894K	+$233K	1	0.12%	Increased
878	HVIA Hudson Valley Investment Advisors Goshen, New York	$892K	+$58.7K	1	0.25%	Increased
879	BA Bristlecone Advisors Bellevue, Washington	$888K	+$896K	1	0.3%	New
880	Cornerstone Investment Partners Atlanta, Georgia	$888K	-$428K	1	0.04%	Reduced
881	Conning Inc Hartford, Connecticut	$881K	-$10.3K	2	0.03%	Reduced
882	AIM Allen Investment Management New York	$880K	+$63.1K	1	0.04%	Increased
883	Assenagon Asset Management Senningerberg, Luxembourg	$877K	+$574K	2	0.02%	Increased
884	Wealth Enhancement Advisory Services Plymouth, Minnesota	$872K	-$684K	1	0.08%	Reduced
885	KeyBank National Association Cleveland, Ohio	$870K	+$105K	3	0.01%	Increased
886	LCG Lisanti Capital Growth New York	$868K	+$399K	1	0.58%	Increased
887	TIM Thompson Investment Management Madison, Wisconsin	$868K	+$99.5K	2	0.16%	Increased
888	RIM Rampart Investment Management Hartford, Connecticut	$867K	+$660K	7	0.31%	Increased
889	CAM Cypress Asset Management Houston, Texas	$862K	-$657K	1	0.18%	Reduced
890	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$862K	+$722K	3	0.1%	Increased
891	Baker Avenue Asset Management San Francisco, California	$861K	+$835K	1	0.11%	New
892	CTI Community Trust & Investment Versailles, Kentucky	$859K	+$1.28K	2	0.1%	Increased
893	HCMT Highland Capital Management (Texas) Dallas, Texas	$855K	-$313K	1	0.04%	Reduced
894	Bradley Foster & Sargent Hartford, Connecticut	$852K	$0	1	0.03%	Maintained
895	Nuveen Charlotte, North Carolina	$847K	-$2.8M	2	0.01%	Reduced
896	Rockefeller Financial Services New York	$845K	$0	3	0.02%	Maintained
897	PL Parkwood LLC Cleveland, Ohio	$832K	+$30.5K	2	0.12%	Increased
898	AAM Autus Asset Management Scottsdale, Arizona	$820K	-$18.4K	1	0.17%	Reduced
899	Laird Norton Wetherby Wealth Management San Francisco, California	$817K	+$48.6K	2	0.14%	Increased
900	LJAC L.J. Altfest & Co New York	$817K	$0	2	0.49%	Maintained