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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
1126	Penserra Capital Management Orinda, California	$187K	+$32.6K	4	0.02%	Increased
1127	ACM AUA Capital Management Camp Hill, Pennsylvania	$182K	+$192K	2	0.17%	New
1128	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$182K	$0	1	0.14%	Maintained
1129	Arax Advisory Partners Denver, Colorado	$180K	+$193K	2	0.09%	New
1130	BHB Bank Hapoalim BM Tel Aviv, Israel	$180K	-$215K	1	0.05%	Reduced
1131	MBT Monroe Bank & Trust Monroe, Michigan	$179K	+$167K	1	0.06%	New
1132	FIB First Interstate Bank Billings, Montana	$171K	-$328K	5	0.03%	Reduced
1133	ECM Elgethun Capital Management Sioux Falls, South Dakota	$165K	+$177K	3	0.13%	New
1134	PC Permit Capital West Conshohocken, Pennsylvania	$161K	$0	2	0.11%	Maintained
1135	Close Asset Management London, United Kingdom	$158K	+$165K	1	0.02%	New
1136	FI FCM Investments Dallas, Texas	$157K	$0	1	0.1%	Maintained
1137	FAM Fortaleza Asset Management Chicago, Illinois	$156K	+$158K	1	0.33%	New
1138	LBG Lloyds Banking Group London, United Kingdom	$156K	-$6.75K	1	1.36%	Reduced
1139	EMG ETF Managers Group Summit, New Jersey	$153K	+$157K	1	0.71%	New
1140	ICOM Investment Counselors of Maryland Baltimore, Maryland	$149K	$0	1	0.01%	Maintained
1141	MRCM M&R Capital Management Summit, New Jersey	$141K	$0	2	0.04%	Maintained
1142	Smithfield Trust Pittsburgh, Pennsylvania	$141K	$0	2	0.02%	Maintained
1143	ADL Asset Dedication LLC San Francisco, California	$138K	+$135K	3	0.08%	Increased
1144	CIM Contravisory Investment Management Norwell, Massachusetts	$137K	+$153K	2	0.05%	Increased
1145	FMT First Mercantile Trust Cordova, Tennessee	$134K	-$1.87M	1	0.02%	Reduced
1146	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$133K	$0	1	0.04%	Maintained
1147	WIM Westside Investment Management Santa Monica, California	$132K	+$137K	3	0.09%	New
1148	DAM Delta Asset Management Memphis, Tennessee	$132K	$0	3	0.02%	Maintained
1149	Quadrant Capital Group Cincinnati, Ohio	$130K	-$51.4K	8	0.07%	Reduced
1150	Farmers & Merchants Investments Inc Lincoln, Nebraska	$129K	+$131K	4	0.01%	Increased