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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	BIC Bridges Investment Counsel Omaha, Nebraska	$201K	+$179K	1	0.03%	New
1077	Bridges Investment Management Omaha, Nebraska	$201K	$0	1	0.03%	Maintained
1078	IMS Index Management Solutions Philadelphia, Pennsylvania	$191K	+$20.6K	7	0.19%	Increased
1079	DAM Delta Asset Management Memphis, Tennessee	$182K	+$14.2K	3	0.04%	Increased
1080	Tower Research Capital (TRC) New York	$177K	-$420K	6	0.02%	Reduced
1081	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$168K	+$174K	6	0.1%	New
1082	AMI Amica Mutual Insurance Providence, Rhode Island	$165K	$0	1	0.02%	Maintained
1083	VIM Veritas Investment Management London, United Kingdom	$161K	+$167K	1	0.04%	New
1084	SFU Stonehage Fleming (UK) London, United Kingdom	$155K	-$1.4M	1	0.07%	Reduced
1085	CCS Crosspoint Capital Strategies Orinda, California	$151K	-$46.4K	3	0.18%	Reduced
1086	ED Exane Derivatives Paris, France	$148K	-$502K	2	0.02%	Reduced
1087	Balentine LLC Atlanta, Georgia	$142K	$0	2	0.03%	Maintained
1088	TFA Transamerica Financial Advisors St. Petersburg, Florida	$142K	+$53.2K	6	0.01%	Increased
1089	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$137K	$0	1	0.02%	Maintained
1090	SGC South Georgia Capital Naperville, Illinois	$133K	-$37.1K	1	0.32%	Reduced
1091	WEC Winslow Evans & Crocker Boston, Massachusetts	$122K	+$136	5	0.04%	Increased
1092	TF Tompkins Financial Ithaca, New York	$118K	$0	2	0.04%	Maintained
1093	HPBT High Point Bank & Trust High Point, North Carolina	$116K	-$10.1K	3	0.03%	Reduced
1094	VIA Vantage Investment Advisors State College, Pennsylvania	$112K	$0	1	0.06%	Maintained
1095	Quadrant Capital Group Cincinnati, Ohio	$110K	-$335	4	0.08%	Reduced
1096	TCOV Trust Company of Vermont Brattleboro, Vermont	$109K	+$48.8K	2	0.02%	Increased
1097	ARMC American Research & Management Company Marion, Massachusetts	$105K	$0	1	0.05%	Maintained
1098	Benjamin F. Edwards & Company St. Louis, Missouri	$101K	-$5.53K	5	0.02%	Reduced
1099	SSG Summit Securities Group New York	$101K	-$399K	1	0.07%	Reduced
1100	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$99K	$0	1	0.01%	Maintained