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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	WCM Weik Capital Management Wyomissing, Pennsylvania	$263K	$0	1	0.15%	Maintained
1077	Fort Washington Investment Advisors Cincinnati, Ohio	$258K	-$311K	1	0%	Reduced
1078	BCM Bluefin Capital Management New York	$256K	+$266K	1	0.02%	New
1079	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$252K	-$24.4M	1	0.03%	Reduced
1080	LW Linscomb Wealth Houston, Texas	$247K	-$2.52K	1	0.02%	Reduced
1081	YMRC Yorktown Management & Research Company Forest, Virginia	$245K	+$256K	1	0.06%	New
1082	CCM CrestPoint Capital Management Four Seasons, Missouri	$244K	+$274K	1	0.12%	New
1083	ACM Alta Capital Management Salt Lake City, Utah	$240K	$0	1	0.02%	Maintained
1084	GLI Guardian Life Insurance New York	$239K	+$33.9K	7	0.04%	Increased
1085	FIM Fernwood Investment Management Quincy, Massachusetts	$236K	$0	1	0.23%	Maintained
1086	HCP Holt Capital Partners Fort Worth, Texas	$235K	$0	1	0.09%	Maintained
1087	SSG Summit Securities Group New York	$235K	+$245K	1	0.05%	New
1088	Associated Banc-Corp Green Bay, Wisconsin	$234K	$0	1	0.01%	Maintained
1089	DP Dearborn Partners Chicago, Illinois	$234K	+$31.4K	1	0.02%	Increased
1090	OAM Occidental Asset Management Burlingame, California	$234K	+$263K	1	0.17%	New
1091	Parallel Advisors San Francisco, California	$234K	+$243K	8	0.05%	New
1092	FWM FFT Wealth Management Philadelphia, Pennsylvania	$233K	$0	1	0.05%	Maintained
1093	BAS Brown Advisory Securities Baltimore, Maryland	$232K	-$339K	1	0.06%	Reduced
1094	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$232K	$0	1	0.08%	Maintained
1095	AP Advisor Partners Walnut Creek, California	$231K	+$14.4K	1	0.07%	Increased
1096	Haverford Trust Company Radnor, Pennsylvania	$227K	-$10.7K	1	0.01%	Reduced
1097	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$226K	+$211K	1	0.7%	New
1098	BCA Bray Capital Advisors Naples, Florida	$224K	+$234K	1	0.13%	New
1099	Davenport & Co Richmond, Virginia	$224K	-$31.3M	1	0%	Reduced
1100	FHC First Heartland Consultants Lake St. Louis, Missouri	$221K	-$209K	1	0.07%	Reduced