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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	Eastern Bank Boston, Massachusetts	$246K	-$108K	1	0.02%	Reduced
1052	Klingenstein Fields & Co New York	$245K	+$247K	1	0.01%	New
1053	FIM Freedom Investment Management Hartford, Connecticut	$244K	+$38.5K	1	0.04%	Increased
1054	GD Grandfield & Dodd New York	$244K	$0	2	0.04%	Maintained
1055	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$243K	-$53.2K	1	0.16%	Reduced
1056	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$243K	$0	1	0.12%	Maintained
1057	CBB Citizens Business Bank Ontario, California	$242K	-$233K	1	0.05%	Reduced
1058	CL CPWM LLC Seattle, Washington	$241K	$0	1	0.09%	Maintained
1059	PHS Pekin Hardy Strauss Chicago, Illinois	$240K	+$15.8K	1	0.04%	Increased
1060	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$237K	+$239K	1	0.07%	New
1061	HIC Hartline Investment Corp Winnetka, Illinois	$231K	-$5.73K	1	0.08%	Reduced
1062	AMI Amica Mutual Insurance Providence, Rhode Island	$230K	$0	1	0.02%	Maintained
1063	IIA IPG Investment Advisors San Diego, California	$229K	-$70.3K	1	0.08%	Reduced
1064	CL CIM LLC Albany, New York	$229K	+$230K	1	0.11%	New
1065	First Horizon Advisors Memphis, Tennessee	$228K	-$89.4K	6	0.04%	Reduced
1066	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$226K	-$8.95K	1	0.03%	Reduced
1067	Wilmington Savings Fund Society Wilmington, Delaware	$226K	-$302K	1	0.01%	Reduced
1068	IRS Invictus RG (Singapore) Singapore	$225K	-$212K	1	0.28%	Reduced
1069	RH Rayner & Haynor Mill Valley, California	$224K	$0	1	0.17%	Maintained
1070	RCA Rex Capital Advisors Providence, Rhode Island	$223K	$0	1	0.22%	Maintained
1071	Calamos Wealth Management Naperville, Illinois	$221K	-$1.83M	1	0.06%	Reduced
1072	FBT Founders Bank & Trust Grand Rapids, Michigan	$217K	$0	1	0.12%	Maintained
1073	Great Lakes Advisors Chicago, Illinois	$212K	+$470	1	0.01%	Increased
1074	WC Whitney & Co Rochester, New York	$212K	$0	1	0.1%	Maintained
1075	Laird Norton Wetherby Wealth Management San Francisco, California	$211K	+$2.18K	1	0.06%	Increased