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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	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$156K	$0	2	0.07%	Maintained
1152	First Horizon Advisors Memphis, Tennessee	$152K	-$13.5K	3	0.02%	Reduced
1153	GLI Guardian Life Insurance New York	$150K	-$104K	7	0.02%	Reduced
1154	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$148K	+$141K	2	0.08%	New
1155	OFW Omnia Family Wealth Aventura, Florida	$145K	+$7.89K	5	0.07%	Increased
1156	ARMC American Research & Management Company Marion, Massachusetts	$138K	$0	1	0.05%	Maintained
1157	MUFG Securities EMEA London, United Kingdom	$136K	-$87.7K	1	0.01%	Reduced
1158	RIM Ranger International Management Lake Forest, Illinois	$135K	$0	1	0.62%	Maintained
1159	FM Forward Management San Francisco, California	$134K	+$126K	1	0.01%	New
1160	TCOV Trust Company of Vermont Brattleboro, Vermont	$134K	-$4.38K	3	0.01%	Reduced
1161	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$133K	$0	1	0.02%	Maintained
1162	ACM Aviance Capital Management Sarasota, Florida	$130K	+$124K	1	0.01%	New
1163	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$130K	-$48.7K	5	0.02%	Reduced
1164	OIM Orca Investment Management Roseburg, Oregon	$124K	-$2.75K	1	0.12%	Reduced
1165	KPCM Kings Point Capital Management Great Neck, New York	$118K	$0	2	0.03%	Maintained
1166	IPC Independent Portfolio Consultants Boca Raton, Florida	$112K	-$515K	3	0.05%	Reduced
1167	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$111K	$0	1	0.04%	Maintained
1168	ADL Asset Dedication LLC San Francisco, California	$107K	-$2K	2	0.05%	Reduced
1169	ZB Zions Bancorporation Salt Lake City, Utah	$106K	-$6.37K	5	0.02%	Reduced
1170	SIM Sonora Investment Management Tucson, Arizona	$98.8K	$0	5	0.02%	Maintained
1171	CT Clearstead Trust Portland, Maine	$97K	+$98.1K	1	0.08%	New
1172	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$96K	+$97.1K	1	0.06%	New
1173	Benjamin F. Edwards & Company St. Louis, Missouri	$94K	+$2.32K	6	0.01%	Increased
1174	MMG Monetary Management Group St Louis, Missouri	$87K	$0	1	0.04%	Maintained
1175	BWP Baldwin Wealth Partners Marion, Massachusetts	$86K	$0	2	0.01%	Maintained