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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
1501	LAM Lingohr Asset Management Duesseldorf, Germany	$0	-$1.19M	0	–	Closed
1502	LD Lipe & Dalton Syracuse, New York	$0	-$4M	0	–	Closed
1503	LHC Lodge Hill Capital New York	$0	-$27.9M	0	–	Closed
1504	MA MANA Advisors New York	$0	-$494K	0	–	Closed
1505	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$0	-$21K	0	–	Closed
1506	Menora Mivtachim Holdings Ramat Gan, Israel	$0	-$19.4M	0	–	Closed
1507	MF MHI Funds Woodstock, New York	$0	-$2.26M	0	–	Closed
1508	Miller Howard Investments Kingston, New York	$0	-$59.9M	0	–	Closed
1509	Moneta Group Investment Advisors St Louis, Missouri	$0	-$75K	0	–	Closed
1510	MC Montag & Caldwell Atlanta, Georgia	$0	-$67.1M	0	–	Closed
1511	MFG Monte Financial Group Guilford, Connecticut	$0	-$571K	0	–	Closed
1512	MCM Moon Capital Management New York	$0	-$4.03M	0	–	Closed
1513	MIS Morningstar Investment Services Chicago, Illinois	$0	-$255K	0	–	Closed
1514	MCM MV Capital Management Bethesda, Maryland	$0	-$4K	0	–	Closed
1515	NFG Next Financial Group Houston, Texas	$0	-$596K	0	–	Closed
1516	NCM Northside Capital Management Hood River, Oregon	$0	-$1.09M	0	–	Closed
1517	PAM Pagoda Asset Management New York	$0	-$28.4M	0	–	Closed
1518	PAM Peak Asset Management Louisville, Colorado	$0	-$205K	0	–	Closed
1519	PHS Pekin Hardy Strauss Chicago, Illinois	$0	-$226K	0	–	Closed
1520	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$604K	0	–	Closed
1521	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$347K	0	–	Closed
1522	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	$0	1	0%	Maintained
1523	PCM Poehling Capital Management Madison, Wisconsin	$0	-$65K	0	–	Closed
1524	PAS Point72 Asia (Singapore) Singapore	$0	-$1.62M	0	–	Closed
1525	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$23K	0	–	Closed