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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
1076	BAM Boyar Asset Management New York	$210K	+$212K	1	0.16%	New
1077	DSI Daiwa SB Investments Tokyo, Japan	$210K	-$1.73M	1	0.03%	Reduced
1078	Bridges Investment Management Omaha, Nebraska	$207K	+$208K	1	0.04%	New
1079	IAM Impala Asset Management Palm Beach, Florida	$206K	-$20.9M	1	0.01%	Reduced
1080	MAM Mizuho Asset Management Tokyo, Japan	$206K	-$1.25M	5	0.04%	Reduced
1081	SM Stratton Management King Of Prussia, Pennsylvania	$204K	-$210K	1	0.01%	Reduced
1082	GP Girard Partners King Of Prussia, Pennsylvania	$202K	+$203K	1	0.14%	New
1083	WRM Westport Resources Management Westport, Connecticut	$198K	+$18.8K	2	0.05%	Increased
1084	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$197K	-$44.6K	4	0.05%	Reduced
1085	CIM CenturyLink Investment Management Denver, Colorado	$196K	-$425K	2	0.07%	Reduced
1086	WEC Winslow Evans & Crocker Boston, Massachusetts	$192K	+$50.3K	6	0.06%	Increased
1087	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$180K	$0	2	0.16%	Maintained
1088	BAM Barrett Asset Management New York	$177K	$0	3	0.01%	Maintained
1089	GSC Ground Swell Capital Folly Beach, South Carolina	$174K	+$73.1K	7	0.33%	Increased
1090	ARMC American Research & Management Company Marion, Massachusetts	$166K	$0	1	0.06%	Maintained
1091	AIM Acropolis Investment Management St. Louis, Missouri	$152K	+$21.1K	1	0.03%	Increased
1092	PSC Piper Sandler & Co Minneapolis, Minnesota	$151K	+$51.2K	1	0.08%	Increased
1093	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$139K	$0	1	0.02%	Maintained
1094	KT Kanaly Trust Houston, Texas	$121K	-$7.45K	3	0.02%	Reduced
1095	DAM Delta Asset Management Memphis, Tennessee	$116K	$0	3	0.02%	Maintained
1096	HPBT High Point Bank & Trust High Point, North Carolina	$116K	$0	2	0.04%	Maintained
1097	Copeland Capital Management Conshohocken, Pennsylvania	$115K	+$60.6K	1	0.01%	Increased
1098	RIA Regal Investment Advisors Kentwood, Michigan	$104K	+$75.6K	2	0.03%	Increased
1099	VIA Vantage Investment Advisors State College, Pennsylvania	$104K	+$1.47K	1	0.06%	Increased
1100	WhitTier Trust Company Reno, Nevada	$93K	-$299K	3	0.01%	Reduced