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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	GCA Gideon Capital Advisors New York	$391K	-$573K	1	0.49%	Reduced
1052	First National Trust Hermitage, Pennsylvania	$386K	-$525K	1	0.06%	Reduced
1053	RCIM Russell Clark Investment Management London, United Kingdom	$385K	$0	1	0.11%	Maintained
1054	VanEck Associates New York	$385K	+$57.2K	4	0%	Increased
1055	MCM Manchester Capital Management Manchester, Vermont	$384K	$0	4	0.05%	Maintained
1056	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$381K	$0	1	0.06%	Maintained
1057	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$380K	-$4.46K	1	0.1%	Reduced
1058	ZDA Zweig-DiMenna Associates New York	$376K	+$95K	1	0.03%	Increased
1059	First Citizens Bank & Trust Raleigh, North Carolina	$372K	+$362K	1	0.03%	New
1060	ACM Alta Capital Management Salt Lake City, Utah	$369K	$0	1	0.02%	Maintained
1061	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$369K	$0	1	0.25%	Maintained
1062	PTC Provident Trust Company Waukesha, Wisconsin	$369K	$0	1	0.02%	Maintained
1063	QI Quotient Investors New York	$367K	-$2.19M	1	0.13%	Reduced
1064	HIS Horizon Investment Services Hammond, Indiana	$366K	+$318K	1	0.17%	New
1065	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$356K	-$5.04K	4	0.2%	Reduced
1066	MC Moors & Cabot Boston, Massachusetts	$355K	-$13.4K	1	0.06%	Reduced
1067	OC Oakworth Capital Birmingham, Alabama	$353K	$0	2	0.14%	Maintained
1068	Mariner Overland Park, Kansas	$351K	+$58.4K	1	0.02%	Increased
1069	OIM Orca Investment Management Roseburg, Oregon	$351K	-$9.61K	1	0.4%	Reduced
1070	KM Kalos Management Alpharetta, Georgia	$350K	+$316K	1	0.29%	New
1071	BFA Benedict Financial Advisors Atlanta, Georgia	$348K	-$8.15K	1	0.21%	Reduced
1072	Burney Company Reston, Virginia	$344K	-$419K	1	0.03%	Reduced
1073	DP Dearborn Partners Chicago, Illinois	$342K	-$1.31M	1	0.03%	Reduced
1074	CTA Chesley Taft & Associates Chicago, Illinois	$341K	$0	1	0.04%	Maintained
1075	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$340K	$0	1	0.12%	Maintained