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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	PM Parametrica Management Wanchai, Hong Kong	$347K	+$323K	1	0.34%	New
1027	TCM Tufton Capital Management Hunt Valley, Maryland	$344K	+$349K	1	0.07%	New
1028	FIM Freedom Investment Management Hartford, Connecticut	$341K	+$363K	1	0.02%	New
1029	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$337K	$0	1	0.2%	Maintained
1030	PTC Provident Trust Company Waukesha, Wisconsin	$337K	$0	1	0.02%	Maintained
1031	TIA Trust Investment Advisors Indianapolis, Indiana	$337K	-$276K	1	0.38%	Reduced
1032	PAM PT Asset Management Chicago, Illinois	$334K	+$17.7K	1	0.08%	Increased
1033	ST Sabal Trust St. Petersburg, Florida	$334K	$0	1	0.04%	Maintained
1034	Anchor Capital Advisors Boston, Massachusetts	$333K	-$799K	1	0.01%	Reduced
1035	LCM Liberty Capital Management Birmingham, Michigan	$333K	-$1.09M	2	0.22%	Reduced
1036	MCM Manchester Capital Management Manchester, Vermont	$333K	$0	4	0.05%	Maintained
1037	Cetera Advisor Networks El Segundo, California	$328K	-$620K	1	0.02%	Reduced
1038	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$327K	$0	5	0.24%	Maintained
1039	SGA Strategic Global Advisors Newport Beach, California	$327K	+$307K	1	0.12%	New
1040	Wealthspire Advisors (Maryland) Potomac, Maryland	$325K	+$80.8K	8	0.05%	Increased
1041	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$321K	$0	1	0.07%	Maintained
1042	PFS Physicians Financial Services Raleigh, North Carolina	$321K	-$122K	3	0.26%	Reduced
1043	OIM Orca Investment Management Roseburg, Oregon	$320K	-$1.55K	1	0.31%	Reduced
1044	Tokio Marine Asset Management Tokyo, Japan	$320K	-$974K	1	0.04%	Reduced
1045	BA Bristol Advisors Conshohocken, Pennsylvania	$319K	+$332K	1	0.32%	New
1046	AIL AGF Investments LLC Toronto, Ontario, Canada	$316K	+$321K	2	0.08%	New
1047	COI Connable Office Inc Kalamazoo, Michigan	$312K	$0	1	0.07%	Maintained
1048	MC Moors & Cabot Boston, Massachusetts	$311K	+$24.4K	1	0.05%	Increased
1049	HIS Horizon Investment Services Hammond, Indiana	$310K	-$16.2K	1	0.15%	Reduced
1050	FPF FNY Partners Fund New York	$308K	+$339K	5	0.01%	New