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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	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$236K	-$107K	1	0.03%	Reduced
1102	SWA Sutton Wealth Advisors Tampa, Florida	$234K	$0	5	0.18%	Maintained
1103	Gratus Capital Atlanta, Georgia	$232K	+$220K	1	0.03%	New
1104	BCM Bourgeon Capital Management Darien, Connecticut	$231K	+$252K	1	0.14%	New
1105	Nicholas Hoffman & Company Atlanta, Georgia	$231K	+$216K	1	0.1%	New
1106	Shelton Capital Management Denver, Colorado	$230K	$0	1	0.02%	Maintained
1107	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$229K	+$16.8K	1	0%	Increased
1108	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$229K	-$1K	2	0.1%	Reduced
1109	Curi RMB Capital Chicago, Illinois	$228K	-$306K	1	0.01%	Reduced
1110	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$226K	$0	1	0.1%	Maintained
1111	LIM Lagoda Investment Management New York	$226K	-$2.53K	1	0.08%	Reduced
1112	PHK Point72 Hong Kong Hong Kong	$226K	-$120K	2	0.16%	Reduced
1113	BFIM Beese Fulmer Investment Management Canton, Ohio	$225K	$0	1	0.05%	Maintained
1114	EFS Essex Financial Services Essex, Connecticut	$225K	$0	1	0.06%	Maintained
1115	IH IFC Holdings Tampa, Florida	$225K	-$15.3K	1	0.02%	Reduced
1116	VAM Visionary Asset Management Houston, Texas	$225K	-$191K	1	0.07%	Reduced
1117	KPF K2 Principal Fund Toronto, Ontario, Canada	$221K	+$206K	1	0.01%	New
1118	MC Matisse Capital Portland, Oregon	$221K	+$213K	1	0.11%	New
1119	SC Saybrook Capital Winston Salem, North Carolina	$217K	+$203K	1	0.11%	New
1120	ACM Argent Capital Management St Louis, Missouri	$216K	+$205K	1	0.01%	New
1121	PC Permit Capital West Conshohocken, Pennsylvania	$215K	$0	2	0.13%	Maintained
1122	FM Forward Management San Francisco, California	$212K	+$66.8K	1	0.02%	Increased
1123	AIL AGF Investments LLC Toronto, Ontario, Canada	$211K	-$223K	5	0.05%	Reduced
1124	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$211K	+$197K	1	0.04%	New
1125	VHAM Van Hulzen Asset Management El Dorado Hills, California	$210K	+$190K	1	0.07%	New