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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
1026	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$276K	-$35.6K	3	0.18%	Reduced
1027	YMRC Yorktown Management & Research Company Forest, Virginia	$273K	-$55.3K	1	0.05%	Reduced
1028	SFSG Stearns Financial Services Group Greensboro, North Carolina	$271K	$0	1	0.1%	Maintained
1029	CTA Chesley Taft & Associates Chicago, Illinois	$270K	$0	1	0.03%	Maintained
1030	Beck Mack & Oliver New York	$269K	$0	1	0.01%	Maintained
1031	VCAM Van Cleef Asset Management Beachwood, Ohio	$269K	-$4.44K	1	0.11%	Reduced
1032	NIC Northwest Investment Counselors Lake Oswego, Oregon	$266K	+$22.1K	1	0.18%	Increased
1033	Waldron Private Wealth Bridgeville, Pennsylvania	$266K	-$23.6K	1	0.13%	Reduced
1034	SCA Salient Capital Advisors Houston, Texas	$265K	$0	1	0.01%	Maintained
1035	Crawford Investment Counsel Atlanta, Georgia	$264K	$0	1	0.01%	Maintained
1036	HI Hendershot Investments Centreville, Virginia	$264K	-$2.03K	1	0.15%	Reduced
1037	DBT Dubuque Bank & Trust Dubuque, Iowa	$261K	$0	3	0.04%	Maintained
1038	WCM Washington Capital Management Seattle, Washington	$259K	-$13.5K	1	0.1%	Reduced
1039	EAMA EFG Asset Management (Americas) Miami, Florida	$254K	+$56K	1	0.25%	Increased
1040	RT Reliance Trust Atlanta, Georgia	$254K	-$235K	1	0.29%	Reduced
1041	EMG Ellington Management Group Old Greenwich, Connecticut	$253K	-$1.2M	1	0.17%	Reduced
1042	WTB Washington Trust Bank Spokane, Washington	$253K	-$47K	2	0.08%	Reduced
1043	GCA Gideon Capital Advisors New York	$251K	+$250K	1	0.1%	New
1044	ECM Everence Capital Management Goshen, Indiana	$250K	$0	1	0.09%	Maintained
1045	Fiduciary Trust Boston, Massachusetts	$249K	-$73.3K	1	0.01%	Reduced
1046	Shinko Asset Management Company Tokyo, Japan	$249K	-$16.7K	5	0%	Reduced
1047	BC Banced Corp Edwardsville, Illinois	$248K	-$219K	1	0.29%	Reduced
1048	LWM Lenox Wealth Management Cincinnati, Ohio	$248K	+$23.3K	1	0.17%	Increased
1049	LW Linscomb Wealth Houston, Texas	$248K	+$8.05K	1	0.03%	Increased
1050	Ancora Advisors Cleveland, Ohio	$246K	$0	1	0.03%	Maintained