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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	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$300K	-$103K	1	0.02%	Reduced
1052	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$299K	-$20.7K	1	0.06%	Reduced
1053	ST Sabal Trust St. Petersburg, Florida	$299K	-$69K	1	0.03%	Reduced
1054	Crawford Investment Counsel Atlanta, Georgia	$298K	-$7.47M	1	0.01%	Reduced
1055	Intact Investment Management Montreal, Quebec, Canada	$297K	-$1M	1	0.01%	Reduced
1056	KIA KCM Investment Advisors Greenbrae, California	$297K	+$26.3K	1	0.02%	Increased
1057	ETrade Capital Management Arlington, Virginia	$295K	-$2.41M	1	0.01%	Reduced
1058	GP Girard Partners King Of Prussia, Pennsylvania	$290K	-$267K	1	0.07%	Reduced
1059	YMRC Yorktown Management & Research Company Forest, Virginia	$289K	$0	1	0.08%	Maintained
1060	Ancora Advisors Cleveland, Ohio	$288K	-$6K	1	0.02%	Reduced
1061	Atria Investments Charlotte, North Carolina	$285K	-$21.6K	1	0.02%	Reduced
1062	MAP Moody Aldrich Partners Marblehead, Massachusetts	$285K	-$543K	1	0.49%	Reduced
1063	Simplicity Solutions Minneapolis, Minnesota	$282K	+$257K	1	0.04%	New
1064	AP Advisor Partners Walnut Creek, California	$281K	+$23.6K	1	0.07%	Increased
1065	Braun Stacey Associates New York	$278K	-$612K	1	0.02%	Reduced
1066	PHK Point72 Hong Kong Hong Kong	$278K	-$674K	5	0.36%	Reduced
1067	HCM Hodges Capital Management Dallas, Texas	$277K	-$35.5K	1	0.01%	Reduced
1068	LA LVW Advisors Pittsford, New York	$277K	$0	1	0.1%	Maintained
1069	FAN Financial Advisors Network Tustin, California	$274K	+$31.4K	1	0.24%	Increased
1070	IRF IBM Retirement Fund Armonk, New York	$273K	-$5.19M	1	0.08%	Reduced
1071	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$272K	$0	3	0.13%	Maintained
1072	RC Roundview Capital Princeton, New Jersey	$271K	+$273K	1	0.08%	New
1073	AIM Assured Investment Management New York	$270K	-$2.92M	1	0.01%	Reduced
1074	WCM Weik Capital Management Wyomissing, Pennsylvania	$270K	$0	1	0.14%	Maintained
1075	ACM Alta Capital Management Salt Lake City, Utah	$267K	$0	1	0.02%	Maintained