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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
1001	RBF Capital San Francisco, California	$331K	$0	1	0.08%	Maintained
1002	AAM Autus Asset Management Scottsdale, Arizona	$329K	$0	1	0.11%	Maintained
1003	HCP Holt Capital Partners Fort Worth, Texas	$329K	+$181K	1	0.15%	Increased
1004	Northeast Financial Consultants Westport, Connecticut	$328K	+$370K	1	0.18%	New
1005	AIM Allen Investment Management New York	$324K	+$10.9K	1	0.03%	Increased
1006	GVT Genesee Valley Trust Pittsford, New York	$324K	+$18.3K	1	0.2%	Increased
1007	ALA Atherton Lane Advisers Menlo Park, California	$323K	-$90K	1	0.02%	Reduced
1008	EWP Edmunds White Partners Richmond, Virginia	$323K	+$318K	1	0.47%	New
1009	MIC MU Investments Company Tokyo, Japan	$320K	-$79.2K	1	0.16%	Reduced
1010	TCM Tufton Capital Management Hunt Valley, Maryland	$320K	$0	1	0.06%	Maintained
1011	BAM Burnham Asset Management New York	$316K	-$1.86M	1	0.07%	Reduced
1012	GIM Groesbeck Investment Management Paramus, New Jersey	$312K	$0	1	0.15%	Maintained
1013	AMIM Aull & Monroe Investment Management Mobile, Alabama	$310K	+$10.1K	1	0.16%	Increased
1014	Rafferty Asset Management New York	$306K	+$308K	1	0.03%	New
1015	MCM Murphy Capital Management Bedminster, New Jersey	$305K	+$71.5K	1	0.05%	Increased
1016	WCM Weik Capital Management Wyomissing, Pennsylvania	$304K	$0	1	0.19%	Maintained
1017	MIC Meridian Investment Counsel Lafayette, California	$296K	$0	1	0.22%	Maintained
1018	RCM Rotella Capital Management Bellevue, Washington	$296K	+$288K	1	0.31%	New
1019	SSG Summit Securities Group New York	$294K	+$159K	3	0.09%	Increased
1020	WCM Wisconsin Capital Management Madison, Wisconsin	$282K	-$91.8K	1	0.1%	Reduced
1021	Hillsdale Investment Management Toronto, Ontario, Canada	$281K	-$289K	1	0.09%	Reduced
1022	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$281K	$0	1	0.04%	Maintained
1023	MC Moors & Cabot Boston, Massachusetts	$280K	-$7.53K	1	0.05%	Reduced
1024	CC Cognios Capital Leawood, Kansas	$278K	-$1.39M	1	0.2%	Reduced
1025	COI Connable Office Inc Kalamazoo, Michigan	$277K	$0	1	0.07%	Maintained