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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
926	LA Lucus Advisors New York	$693K	-$761K	2	0.57%	Reduced
927	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$692K	-$56K	1	0.08%	Reduced
928	CK Cohen Klingenstein New York	$690K	$0	1	0.13%	Maintained
929	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$687K	+$367K	1	0.26%	Increased
930	TIA Tiemann Investment Advisors Menlo Park, California	$686K	+$135K	2	0.64%	Increased
931	Mirae Asset Global Investments Seoul, South Korea	$683K	$0	1	0.02%	Maintained
932	Alyeska Investment Group Chicago, Illinois	$679K	-$105M	1	0.01%	Reduced
933	PG Patten Group Chattanooga, Tennessee	$663K	+$7.47K	2	0.31%	Increased
934	BCM Bourgeon Capital Management Darien, Connecticut	$662K	-$429K	1	0.43%	Reduced
935	Cullen/Frost Bankers San Antonio, Texas	$659K	$0	1	0.02%	Maintained
936	CBN Cadence Bank NA Houston, Texas	$656K	$0	1	0.32%	Maintained
937	WSA Wall Street Associates Lajolla, California	$656K	$0	2	0.26%	Maintained
938	BAS Brown Advisory Securities Baltimore, Maryland	$653K	-$24.6K	1	0.2%	Reduced
939	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$653K	$0	1	0.07%	Maintained
940	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$651K	-$14.4M	1	0.05%	Reduced
941	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$645K	+$640K	2	3.26%	New
942	Graham Capital Management Rowayton, Connecticut	$645K	-$37.3K	1	0.03%	Reduced
943	GCA Gideon Capital Advisors New York	$640K	+$284K	2	0.37%	Increased
944	Mariner Overland Park, Kansas	$640K	+$310K	1	0.03%	Increased
945	AAM Auxier Asset Management Aurora, Oregon	$638K	$0	1	0.15%	Maintained
946	Fort Washington Investment Advisors Cincinnati, Ohio	$632K	$0	2	0.01%	Maintained
947	Element Capital Management New York	$620K	+$310K	2	0.09%	Increased
948	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$616K	-$2.12K	1	0.19%	Reduced
949	Swiss Life Asset Management Zurich,	$610K	-$769K	1	0.03%	Reduced
950	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$608K	-$41.3K	7	0%	Reduced