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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	AIL AGF Investments LLC Toronto, Ontario, Canada	$447K	+$92.3K	5	0.1%	Increased
1002	AB AT Bancorp Dubuque, Iowa	$447K	$0	1	0.05%	Maintained
1003	AIM Acrospire Investment Management Chicago, Illinois	$446K	+$106K	6	0.42%	Increased
1004	Atria Investments Charlotte, North Carolina	$442K	+$114K	1	0.03%	Increased
1005	SBL Sargent Bickham Lagudis Boulder, Colorado	$439K	-$15.6K	4	0.06%	Reduced
1006	CO Caldwell & Orkin Norcross, Georgia	$431K	-$509K	1	0.54%	Reduced
1007	Cookson Peirce & Co Pittsburgh, Pennsylvania	$431K	+$22.1K	1	0.05%	Increased
1008	Fuller & Thaler Asset Management San Mateo, California	$431K	+$48K	2	0.01%	Increased
1009	LRPA L. Roy Papp & Associates Phoenix, Arizona	$429K	+$44	1	0.09%	Increased
1010	GVT Genesee Valley Trust Pittsford, New York	$428K	-$17.7K	1	0.18%	Reduced
1011	MCM Manchester Capital Management Manchester, Vermont	$427K	$0	4	0.07%	Maintained
1012	BOTW Bank of the West Monterey Park, California	$419K	-$289K	1	0.05%	Reduced
1013	AT Argent Trust San Antonio, Texas	$418K	-$30.3K	1	0.12%	Reduced
1014	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$417K	-$57.9K	2	0.06%	Reduced
1015	ID Integral Derivatives New York	$416K	-$89K	1	0.01%	Reduced
1016	CIM CIM Investment Management Pittsburgh, Pennsylvania	$415K	-$12.7K	1	0.15%	Reduced
1017	PK Pflug Koory Omaha, Nebraska	$415K	+$385K	2	0.35%	Increased
1018	BFA Benedict Financial Advisors Atlanta, Georgia	$414K	+$3.55K	1	0.22%	Increased
1019	FCCM First City Capital Management Savannah, Georgia	$407K	+$16K	1	0.3%	Increased
1020	IP Intellectus Partners San Francisco, California	$403K	+$308K	2	0.18%	Increased
1021	BTIS BB&T Investment Services Charlotte, North Carolina	$400K	+$242K	3	0.1%	Increased
1022	LCM Liberty Capital Management Birmingham, Michigan	$398K	$0	2	0.24%	Maintained
1023	TIA Trust Investment Advisors Indianapolis, Indiana	$398K	-$18.4K	1	0.43%	Reduced
1024	Parallel Advisors San Francisco, California	$396K	+$35K	8	0.07%	Increased
1025	GPCM Granite Point Capital Management Boston, Massachusetts	$395K	+$371K	1	0.1%	New