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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	FPFS First Personal Financial Services Charlotte, North Carolina	$426K	-$272K	3	0.1%	Reduced
1002	Davenport & Co Richmond, Virginia	$425K	+$183K	2	0.01%	Increased
1003	EP Edgestream Partners Princeton, New Jersey	$424K	+$413K	1	0.19%	New
1004	Tower Research Capital (TRC) New York	$409K	-$1.18M	11	0.04%	Reduced
1005	Fuller & Thaler Asset Management San Mateo, California	$399K	-$2.07M	2	0.01%	Reduced
1006	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$399K	-$79.8K	1	0.03%	Reduced
1007	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$398K	$0	5	0.32%	Maintained
1008	AT Argent Trust San Antonio, Texas	$397K	-$2.48K	1	0.11%	Reduced
1009	AB AT Bancorp Dubuque, Iowa	$395K	$0	1	0.05%	Maintained
1010	H Hexavest Montreal, Quebec, Canada	$394K	$0	3	0%	Maintained
1011	Numeric Investors Boston, Massachusetts	$389K	-$3.57M	1	0%	Reduced
1012	TG TLP Group Evanston, Illinois	$382K	+$209K	3	0.26%	Increased
1013	MCM Manchester Capital Management Manchester, Vermont	$377K	$0	4	0.06%	Maintained
1014	LRPA L. Roy Papp & Associates Phoenix, Arizona	$375K	-$90.4K	1	0.09%	Reduced
1015	TA Teton Advisors Rye, New York	$374K	$0	1	0.04%	Maintained
1016	FCCM First City Capital Management Savannah, Georgia	$372K	+$13.6K	1	0.27%	Increased
1017	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$369K	+$375K	1	0%	New
1018	PPCM Pillar Pacific Capital Management Pacifica, California	$369K	-$37.7K	1	0.05%	Reduced
1019	NFG Next Financial Group Houston, Texas	$367K	-$83.2K	7	0.1%	Reduced
1020	LCM Liberty Capital Management Birmingham, Michigan	$359K	$0	2	0.22%	Maintained
1021	LCG Lisanti Capital Growth New York	$358K	+$364K	1	0.51%	New
1022	TCM Tufton Capital Management Hunt Valley, Maryland	$353K	$0	1	0.07%	Maintained
1023	Cookson Peirce & Co Pittsburgh, Pennsylvania	$352K	+$76.7K	1	0.04%	Increased
1024	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$351K	$0	1	0.19%	Maintained
1025	BFA Benedict Financial Advisors Atlanta, Georgia	$347K	+$1.85K	1	0.19%	Increased