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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
1201	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2K	+$2.1K	1	0%	New
1202	M MOTCO San Antonio, Texas	$2K	+$2.35K	1	0%	New
1203	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2K	+$2.3K	1	0%	New
1204	TCM Tradewinds Capital Management Bellingham, Washington	$1K	$0	1	0%	Maintained
1205	AIM Act II Management New York	$0	-$19.5M	0	–	Closed
1206	Addenda Capital Montreal, Quebec, Canada	$0	-$579K	0	–	Closed
1207	ACI Advance Capital I Southfield, Michigan	$0	-$1.47M	0	–	Closed
1208	AR Advisory Research Chicago, Illinois	$0	-$409K	0	–	Closed
1209	AP AlpInvest Partners Amsterdam, Netherlands	$0	-$698K	0	–	Closed
1210	AFIA America First Investment Advisors Omaha, Nebraska	$0	-$10K	0	–	Closed
1211	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$0	-$241K	0	–	Closed
1212	AP Appleton Partners Boston, Massachusetts	$0	-$889K	0	–	Closed
1213	Arrowstreet Capital Boston, Massachusetts	$0	-$5.31M	0	–	Closed
1214	AC Ascend Capital Orinda, California	$0	-$76.6M	0	–	Closed
1215	AWP Ascent Wealth Partners New Hartford, New York	$0	-$272K	0	–	Closed
1216	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$0	-$343K	0	–	Closed
1217	B BancorpSouth Tupelo, Mississippi	$0	-$254K	0	–	Closed
1218	BC Barnett & Company Chattanooga, Tennessee	$0	-$1.17M	0	–	Closed
1219	BCM Basso Capital Management Stamford, Connecticut	$0	-$41K	0	–	Closed
1220	Becker Capital Management Portland, Oregon	$0	-$37.5M	0	–	Closed
1221	BRC Blue Ridge Capital New York	$0	-$215M	0	–	Closed
1222	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$409K	0	–	Closed
1223	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$3.29M	0	–	Closed
1224	Bradley Foster & Sargent Hartford, Connecticut	$0	-$1.16M	0	–	Closed
1225	BWM Braver Wealth Management Needham, Massachusetts	$0	-$1.31M	0	–	Closed