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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	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$338K	$0	1	0.15%	Maintained
1077	AMIM Aull & Monroe Investment Management Mobile, Alabama	$335K	-$68.9K	1	0.2%	Reduced
1078	MIC Meridian Investment Counsel Lafayette, California	$334K	$0	1	0.23%	Maintained
1079	First Horizon Advisors Memphis, Tennessee	$325K	+$120K	6	0.04%	Increased
1080	PFS Physicians Financial Services Raleigh, North Carolina	$321K	$0	2	0.29%	Maintained
1081	KFA Kelleher Financial Advisors New York	$320K	+$289K	1	0.18%	New
1082	FIM Fernwood Investment Management Quincy, Massachusetts	$313K	$0	1	0.32%	Maintained
1083	CIM CIM Investment Management Pittsburgh, Pennsylvania	$312K	-$959K	1	0.14%	Reduced
1084	Ancora Advisors Cleveland, Ohio	$311K	$0	1	0.04%	Maintained
1085	Dynamic Advisor Solutions Phoenix, Arizona	$311K	+$281K	1	0.13%	New
1086	BEAM Baker Ellis Asset Management Vancouver, Washington	$309K	+$299K	1	0.1%	New
1087	ST Somerset Trust Somerset, Pennsylvania	$306K	-$669	1	0.2%	Reduced
1088	LW Linscomb Wealth Houston, Texas	$304K	-$3.03K	1	0.03%	Reduced
1089	ANRIA American National Registered Investment Advisor Galveston, Texas	$303K	$0	1	0.15%	Maintained
1090	KL KWMG LLC Overland Park, Kansas	$303K	-$163K	1	0.18%	Reduced
1091	FPFS First Personal Financial Services Charlotte, North Carolina	$302K	-$27.8K	1	0.15%	Reduced
1092	YMRC Yorktown Management & Research Company Forest, Virginia	$298K	$0	1	0.06%	Maintained
1093	Element Capital Management New York	$296K	-$8.52M	1	0.04%	Reduced
1094	EFS Essex Financial Services Essex, Connecticut	$293K	$0	1	0.07%	Maintained
1095	IHL Investment House LLC Redondo Beach, California	$293K	-$182K	1	0.05%	Reduced
1096	PHS Pekin Hardy Strauss Chicago, Illinois	$293K	$0	1	0.07%	Maintained
1097	Crawford Investment Counsel Atlanta, Georgia	$292K	$0	1	0.01%	Maintained
1098	AAM AR Asset Management West Hollywood, California	$289K	$0	1	0.13%	Maintained
1099	WCM Weik Capital Management Wyomissing, Pennsylvania	$288K	-$29K	1	0.17%	Reduced
1100	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$287K	+$51.1K	1	0.09%	Increased