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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
1051	North Star Asset Management Neenah, Wisconsin	$1.32M	+$358K	1	0.05%	Increased
1052	SCM Soros Capital Management New York	$1.31M	+$739K	1	0.23%	Increased
1053	Smartleaf Asset Management Boston, Massachusetts	$1.31M	$0	14	0.04%	Maintained
1054	DA Denali Advisors San Diego, California	$1.31M	+$1.3M	1	0.13%	New
1055	SIM SummerHaven Investment Management Stamford, Connecticut	$1.31M	$0	2	0.7%	Maintained
1056	OL Optas LLC Austin, Texas	$1.3M	+$249K	3	0.18%	Increased
1057	CGIM Capital Group Investment Management Raffles Quay, Singapore	$1.3M	$0	1	0.2%	Maintained
1058	Diversified Trust Memphis, Tennessee	$1.29M	+$10.8K	1	0.02%	Increased
1059	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$1.29M	+$1.3M	1	0.09%	New
1060	Wedmont Private Capital West Chester, Pennsylvania	$1.29M	+$34.3K	2	0.04%	Increased
1061	Dai-ichi Life Insurance Company Tokyo, Japan	$1.28M	-$33K	1	0.03%	Reduced
1062	NFG Nations Financial Group Cedar Rapids, Iowa	$1.28M	+$79K	1	0.06%	Increased
1063	FA Fiduciary Alliance Greenville, South Carolina	$1.27M	-$5.33K	1	0.09%	Reduced
1064	Apella Capital West Hartford, Connecticut	$1.27M	+$309K	2	0.02%	Increased
1065	BA Bridgewater Advisors New York	$1.27M	+$2.9K	2	0.07%	Increased
1066	Sagespring Wealth Partners Franklin, Tennessee	$1.26M	-$33K	2	0.02%	Reduced
1067	BNP Paribas Paris, France	$1.25M	-$131K	3	0.03%	Reduced
1068	GCM Gallacher Capital Management Lone Tree, Colorado	$1.25M	-$300K	3	0.7%	Reduced
1069	VA VestGen Advisors Inverness, Illinois	$1.24M	-$46.9K	2	0.04%	Reduced
1070	LAM LOM Asset Management Hamilton,	$1.24M	-$33.5K	1	0.32%	Reduced
1071	PTC Private Trust Company Cleveland, Ohio	$1.24M	-$18.2K	11	0.1%	Reduced
1072	MWM Maridea Wealth Management Brooklyn, New York	$1.23M	+$754K	3	0.13%	Increased
1073	SSCM Spectrum Strategic Capital Management Corvallis, Oregon	$1.23M	-$252K	1	0.61%	Reduced
1074	Chicago Capital Chicago, Illinois	$1.23M	+$137K	1	0.03%	Increased
1075	Stephens Inc Little Rock, Arkansas	$1.23M	-$62.4K	4	0.01%	Reduced