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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	B BancorpSouth Tupelo, Mississippi	$453K	+$404K	2	0.05%	New
1027	MBT Montecito Bank & Trust Santa Barbara, California	$450K	+$40.8K	1	0.2%	Increased
1028	FIM Freedom Investment Management Hartford, Connecticut	$448K	+$193K	1	0.03%	Increased
1029	AB AT Bancorp Dubuque, Iowa	$447K	-$624	1	0.07%	Reduced
1030	Calamos Wealth Management Naperville, Illinois	$438K	+$402K	1	0.08%	New
1031	LA LVW Advisors Pittsford, New York	$436K	+$404K	2	0.14%	New
1032	Zevenbergen Capital Investments Edmonds, Washington	$435K	+$8.91K	1	0.02%	Increased
1033	PAIA Park Avenue Institutional Advisers New York	$429K	-$12.8K	6	0.37%	Reduced
1034	AP Advisor Partners Walnut Creek, California	$424K	+$168K	2	0.16%	Increased
1035	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$424K	+$29K	1	0.04%	Increased
1036	Jensen Investment Management Lake Oswego, Oregon	$424K	-$15.6K	1	0.01%	Reduced
1037	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$418K	$0	1	0.28%	Maintained
1038	AFP Ausdal Financial Partners Davenport, Iowa	$417K	-$74K	1	0.24%	Reduced
1039	KT Kanaly Trust Houston, Texas	$414K	+$110K	6	0.08%	Increased
1040	TA Teton Advisors Rye, New York	$413K	$0	1	0.04%	Maintained
1041	ST Sabal Trust St. Petersburg, Florida	$412K	-$12.1K	1	0.05%	Reduced
1042	CL CPWM LLC Seattle, Washington	$411K	$0	1	0.09%	Maintained
1043	ECM Everence Capital Management Goshen, Indiana	$411K	$0	1	0.13%	Maintained
1044	GS Girard Securities San Diego, California	$411K	$0	1	0.4%	Maintained
1045	Hillsdale Investment Management Toronto, Ontario, Canada	$411K	+$354K	2	0.14%	Increased
1046	NFG Next Financial Group Houston, Texas	$403K	+$72K	5	0.14%	Increased
1047	SM Southport Management Wilson, Wyoming	$401K	+$362K	1	0.66%	New
1048	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$400K	+$36.2K	1	0.36%	Increased
1049	HCP Holt Capital Partners Fort Worth, Texas	$399K	+$138K	3	0.18%	Increased
1050	WCM Washington Capital Management Seattle, Washington	$397K	-$53K	1	0.29%	Reduced