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Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
801	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$1.12M	$0	2	0.14%	Maintained
802	NorthRock Partners Minneapolis, Minnesota	$1.12M	-$6.93K	1	0.52%	Reduced
803	MVA Mount Vernon Associates Baltimore, Maryland	$1.11M	+$3.74K	1	2.41%	Increased
804	P Pitcairn Conshohocken, Pennsylvania	$1.11M	-$1.74M	2	0.13%	Reduced
805	Shelton Capital Management Denver, Colorado	$1.11M	$0	2	0.11%	Maintained
806	KSCM Kamunting Street Capital Management Miami Beach, Florida	$1.09M	$0	1	2.77%	Maintained
807	LDB Lee, Danner & Bass Nashville, Tennessee	$1.09M	+$115K	1	0.13%	Increased
808	1GA 1st Global Advisors Dallas, Texas	$1.08M	+$150K	2	0.16%	Increased
809	ICM IMS Capital Management Portland, Oregon	$1.08M	-$576K	1	1.28%	Reduced
810	DCM Dean Capital Management Overland Park, Kansas	$1.07M	-$29.3K	1	1.58%	Reduced
811	NERM New England Research & Management Chicago, Illinois	$1.07M	+$232K	2	0.88%	Increased
812	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.07M	+$86.9K	1	0.6%	Increased
813	Quantbot Technologies New York	$1.06M	+$44K	5	0.19%	Increased
814	EMG Ellington Management Group Old Greenwich, Connecticut	$1.05M	-$786K	3	0.26%	Reduced
815	TWI Thomas White International Chicago, Illinois	$1.05M	+$188K	2	0.14%	Increased
816	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$1.04M	$0	1	0.59%	Maintained
817	EverPoint Asset Management Stamford, Connecticut	$1.01M	+$121K	1	0.02%	Increased
818	Stephens Inc Little Rock, Arkansas	$996K	-$12.5K	1	0.05%	Reduced
819	Wolverine Asset Management Chicago, Illinois	$996K	+$745K	4	0.02%	Increased
820	Veritable Wilmington, Delaware	$984K	-$20.4M	1	0.03%	Reduced
821	BCM Beck Capital Management Austin, Texas	$982K	+$54.4K	1	0.53%	Increased
822	NCA NCM Capital Advisers Durham, North Carolina	$981K	+$343K	1	1.31%	Increased
823	PH Pinnacle Holdings Tulsa, Oklahoma	$980K	+$8.17K	5	0.36%	Increased
824	Tokio Marine Asset Management Tokyo, Japan	$974K	+$77.8K	3	0.1%	Increased
825	MCF Advisors Covington, Kentucky	$968K	+$74.9K	8	0.24%	Increased