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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
1101	Capital Analysts LLC Fort Washington, Pennsylvania	$197K	+$16.9K	1	0.05%	Increased
1102	BAM Barrett Asset Management New York	$179K	-$288K	3	0.01%	Reduced
1103	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$179K	$0	2	0.15%	Maintained
1104	WRM Westport Resources Management Westport, Connecticut	$176K	-$18.8K	2	0.05%	Reduced
1105	ARMC American Research & Management Company Marion, Massachusetts	$159K	$0	1	0.06%	Maintained
1106	HCP Holt Capital Partners Fort Worth, Texas	$154K	$0	2	0.08%	Maintained
1107	Brandywine Global Investment Management Philadelphia, Pennsylvania	$153K	+$124K	1	0%	Increased
1108	WEC Winslow Evans & Crocker Boston, Massachusetts	$150K	-$7.44K	6	0.05%	Reduced
1109	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$135K	$0	1	0.02%	Maintained
1110	AIM Acropolis Investment Management St. Louis, Missouri	$130K	$0	1	0.03%	Maintained
1111	SSG Summit Securities Group New York	$130K	+$131K	1	0.04%	Increased
1112	PSC Piper Sandler & Co Minneapolis, Minnesota	$128K	-$365K	1	0.09%	Reduced
1113	KT Kanaly Trust Houston, Texas	$127K	-$58K	2	0.02%	Reduced
1114	Colony Group Boston, Massachusetts	$126K	+$27.4K	3	0.02%	Increased
1115	SignatureFD Atlanta, Georgia	$125K	+$89K	2	0.04%	Increased
1116	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$120K	-$42.9K	1	0.04%	Reduced
1117	HPBT High Point Bank & Trust High Point, North Carolina	$119K	-$5.95K	2	0.04%	Reduced
1118	DAM Delta Asset Management Memphis, Tennessee	$118K	$0	3	0.02%	Maintained
1119	TCOV Trust Company of Vermont Brattleboro, Vermont	$113K	-$83.1K	1	0.02%	Reduced
1120	GSC Ground Swell Capital Folly Beach, South Carolina	$111K	+$111K	8	0.22%	New
1121	EWM Elite Wealth Management Kirkland, Washington	$110K	+$108K	1	0.11%	Increased
1122	VIA Vantage Investment Advisors State College, Pennsylvania	$107K	$0	1	0.07%	Maintained
1123	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$105K	+$104K	6	0.02%	New
1124	Waverly Advisors Birmingham, Alabama	$99K	-$3K	1	0.04%	Reduced
1125	CBT Central Bank & Trust Lexington, Kentucky	$96K	$0	2	0.04%	Maintained