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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	LIM Lagoda Investment Management New York	$194K	$0	1	0.08%	Maintained
1127	GIM Greenwich Investment Management Norwalk, Connecticut	$188K	$0	1	0.21%	Maintained
1128	SWA Sutton Wealth Advisors Tampa, Florida	$188K	-$16.5K	4	0.16%	Reduced
1129	Scout Investments Kansas City, Missouri	$185K	+$193K	1	0.01%	New
1130	NSB Norway Savings Bank Portland, Maine	$175K	+$165K	2	0.18%	Increased
1131	RIM Rampart Investment Management Hartford, Connecticut	$175K	+$174K	7	0.06%	New
1132	FI FCM Investments Dallas, Texas	$174K	$0	1	0.11%	Maintained
1133	FAM Fortaleza Asset Management Chicago, Illinois	$174K	$0	1	0.35%	Maintained
1134	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$170K	+$99.2K	6	0.03%	Increased
1135	MRCM M&R Capital Management Summit, New Jersey	$166K	$0	2	0.04%	Maintained
1136	PC Permit Capital West Conshohocken, Pennsylvania	$164K	$0	2	0.1%	Maintained
1137	MCM McKinley Capital Management Anchorage, Alaska	$161K	+$164K	1	0.01%	New
1138	DBT Dubuque Bank & Trust Dubuque, Iowa	$160K	+$117K	3	0.04%	Increased
1139	FIB First Interstate Bank Billings, Montana	$160K	-$20.9K	2	0.03%	Reduced
1140	Smithfield Trust Pittsburgh, Pennsylvania	$160K	-$1.17K	2	0.03%	Reduced
1141	LBG Lloyds Banking Group London, United Kingdom	$157K	-$15.1K	1	1.42%	Reduced
1142	BTIS BB&T Investment Services Charlotte, North Carolina	$155K	+$120K	3	0.06%	Increased
1143	Loomis, Sayles & Company Boston, Massachusetts	$148K	-$37M	2	0%	Reduced
1144	Penserra Capital Management Orinda, California	$148K	-$54K	1	0.02%	Reduced
1145	First Horizon Advisors Memphis, Tennessee	$143K	-$44.6K	4	0.02%	Reduced
1146	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$139K	$0	2	0.06%	Maintained
1147	IDBONY Israel Discount Bank of New York New York	$139K	-$91K	2	0.11%	Reduced
1148	DAM Delta Asset Management Memphis, Tennessee	$134K	$0	3	0.02%	Maintained
1149	FMT First Mercantile Trust Cordova, Tennessee	$134K	-$3.39K	1	0.02%	Reduced
1150	JIR James Investment Research Alpha, Ohio	$133K	+$144K	1	0%	New