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Tobacco & Nicotine

Tobacco combines falling volumes with strong pricing, and is shifting towards vapour and oral products that carry lower regulatory risk. Cash generation is the whole investment case.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3101	PP Pacifica Partners Surrey, Canada	$227K	$0	2	0.07%	Maintained
3102	FEM Fulcrum Equity Management Plano, Texas	$227K	+$173	1	0.17%	Increased
3103	Oversea-Chinese Banking Corp (OCBC) Singapore	$226K	-$594K	1	0%	Reduced
3104	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$226K	+$219K	1	0.03%	New
3105	CFG Clayton Financial Group St. Louis, Missouri	$225K	-$193K	1	0.12%	Reduced
3106	CIC Cutler Investment Counsel Jacksonville, Oregon	$225K	+$214K	1	0.02%	New
3107	LEA Legacy Edge Advisors Syosset, New York	$225K	$0	1	0.02%	Maintained
3108	ACM Argent Capital Management St Louis, Missouri	$224K	$0	1	0.01%	Maintained
3109	GAA Global Assets Advisory Orlando, Florida	$224K	-$101K	1	0.05%	Reduced
3110	Winton Group London, United Kingdom	$224K	-$14.3M	1	0.01%	Reduced
3111	RA Rodgers & Associates Lancaster, Pennsylvania	$223K	$0	1	0.02%	Maintained
3112	NECFA New England Capital Financial Advisors Meriden, Connecticut	$223K	+$2.02K	2	0.05%	Increased
3113	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$223K	+$214K	1	0.04%	New
3114	BCM Bluefin Capital Management New York	$223K	+$216K	1	0.06%	New
3115	WFA WMG Financial Advisors Knoxville, Tennessee	$223K	-$228K	1	0.08%	Reduced
3116	TPW Talon Private Wealth The Villages, Florida	$223K	+$216K	1	0.03%	New
3117	PF Penney Financial Houston, Texas	$223K	$0	1	0.08%	Maintained
3118	RIG Ramiah Investment Group Brookfield, Wisconsin	$222K	-$35.2K	1	0.17%	Reduced
3119	GAM Grandview Asset Management Harrisburg, Pennsylvania	$222K	+$3K	1	0.06%	Increased
3120	VR Vision Retirement Ridgewood, New Jersey	$222K	+$26.1K	3	0.05%	Increased
3121	HWMG Hurlow Wealth Management Group Bloomington, Indiana	$220K	+$347	1	0.05%	Increased
3122	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$220K	+$520	1	0.06%	Increased
3123	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$219K	-$126K	1	0.06%	Reduced
3124	OL Owen LaRue Elizabethtown, Kentucky	$219K	+$213K	1	0.08%	New
3125	IFU iSAM Funds (UK) London, United Kingdom	$219K	+$224K	1	0.15%	New