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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
1151	NICM Neo Ivy Capital Management New York	$921K	-$1.01M	1	0.21%	Reduced
1152	SWA SFMG Wealth Advisors Plano, Texas	$915K	+$91K	1	0.06%	Increased
1153	MCM Marathon Capital Management Hunt Valley, Maryland	$915K	+$51.8K	1	0.19%	Increased
1154	BPW Bingham Private Wealth San Francisco, California	$910K	+$850K	1	0.63%	New
1155	Atlantic Union Bankshares Glen Allen, Virginia	$907K	-$25.5K	5	0.02%	Reduced
1156	VA Verdad Advisers Boston, Massachusetts	$898K	-$60.7K	2	0.86%	Reduced
1157	UMB Bank Kansas City, Missouri	$897K	-$31.4K	11	0.01%	Reduced
1158	IF Intrua Financial Houston, Texas	$887K	-$339K	1	0.08%	Reduced
1159	FSA Financial Sense Advisors San Diego, California	$881K	+$204K	1	0.17%	Increased
1160	Profund Advisors Bethesda, Maryland	$878K	+$203K	4	0.02%	Increased
1161	IRC Investors Research Corp Atlanta, Georgia	$872K	-$33.8K	6	0.16%	Reduced
1162	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$872K	+$836K	2	0.16%	New
1163	AAM Auxier Asset Management Aurora, Oregon	$870K	$0	1	0.12%	Maintained
1164	WA WESPAC Advisors Orinda, California	$868K	+$71K	1	0.42%	Increased
1165	AIM Advyzon Investment Management Lisle, Illinois	$868K	+$264K	1	0.06%	Increased
1166	RP Rowlandmiller & Partners Atlanta, Georgia	$867K	+$102K	2	0.16%	Increased
1167	AO Allen Operations New York	$866K	$0	1	0.12%	Maintained
1168	CFG Clayton Financial Group St. Louis, Missouri	$862K	-$1.08K	1	0.48%	Reduced
1169	SFI Siemens Fonds Invest Munich, Germany	$859K	$0	3	0.04%	Maintained
1170	HBK Sorce Advisory Erie, Pennsylvania	$850K	+$262K	3	0.02%	Increased
1171	BWM Biltmore Wealth Management Tempe, Arizona	$850K	-$78.2K	1	0.27%	Reduced
1172	Brookstone Capital Management Wheaton, Illinois	$849K	+$516K	1	0.01%	Increased
1173	Cambiar Investors Denver, Colorado	$845K	-$34.2M	1	0.04%	Reduced
1174	Nicholas Hoffman & Company Atlanta, Georgia	$843K	+$36K	1	0.02%	Increased
1175	HFM Hartford Financial Management Hartford, Connecticut	$841K	+$91.9K	1	0.19%	Increased