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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	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$435K	+$112K	1	0.08%	Increased
1002	AB AT Bancorp Dubuque, Iowa	$428K	-$3.73K	1	0.06%	Reduced
1003	Fuller & Thaler Asset Management San Mateo, California	$427K	-$118K	4	0.01%	Reduced
1004	DVM Dreman Value Management West Palm Beach, Florida	$417K	-$2.49M	3	0.26%	Reduced
1005	CL CPWM LLC Seattle, Washington	$416K	$0	1	0.09%	Maintained
1006	GS Girard Securities San Diego, California	$416K	$0	1	0.38%	Maintained
1007	Jensen Investment Management Lake Oswego, Oregon	$412K	+$18.6K	1	0.01%	Increased
1008	DAM Deimos Asset Management Purchase, New York	$409K	+$140K	1	0.18%	Increased
1009	MM Midas Management New York	$408K	-$1.16M	1	0.23%	Reduced
1010	VanEck Associates New York	$407K	+$31.3K	3	0%	Increased
1011	Group One Trading Chicago, Illinois	$402K	-$3.07M	4	0%	Reduced
1012	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$397K	+$259K	4	0.34%	Increased
1013	ST Sabal Trust St. Petersburg, Florida	$397K	$0	1	0.05%	Maintained
1014	Cetera Advisor Networks El Segundo, California	$396K	-$472K	1	0.02%	Reduced
1015	ECM Everence Capital Management Goshen, Indiana	$396K	$0	1	0.12%	Maintained
1016	PAIA Park Avenue Institutional Advisers New York	$393K	-$1.28K	6	0.34%	Reduced
1017	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$390K	$0	1	0.28%	Maintained
1018	Capital Guardian Trust Los Angeles, California	$388K	-$106K	3	0%	Reduced
1019	FCCM First City Capital Management Savannah, Georgia	$387K	-$96K	1	0.29%	Reduced
1020	MCM Manchester Capital Management Manchester, Vermont	$384K	$0	4	0.05%	Maintained
1021	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$381K	+$363K	1	0.23%	Increased
1022	Anchor Capital Advisors Boston, Massachusetts	$379K	-$3.53M	1	0.01%	Reduced
1023	Shinko Asset Management Company Tokyo, Japan	$376K	-$92.1K	6	0%	Reduced
1024	FWM Frontier Wealth Management Kansas City, Missouri	$375K	+$193K	1	0.06%	Increased
1025	PTC Provident Trust Company Waukesha, Wisconsin	$374K	$0	1	0.02%	Maintained