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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
851	PC Pomelo Capital New York	$569K	$0	1	0.26%	Maintained
852	AGC Angelo Gordon & Co New York	$560K	-$293K	1	0.04%	Reduced
853	SI SII Investments Appleton, Wisconsin	$560K	-$6.83K	1	0.08%	Reduced
854	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$559K	$0	1	0.49%	Maintained
855	MI Markston International White Plains, New York	$557K	$0	1	0.03%	Maintained
856	FAM Fortaleza Asset Management Chicago, Illinois	$553K	+$55.9K	1	0.26%	Increased
857	EEG E.E. Geduld	$546K	+$341K	2	0.34%	Increased
858	Natixis Paris, France	$539K	-$579K	1	0.01%	Reduced
859	SC Sumit Capital New York	$522K	+$503K	2	2.18%	New
860	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$516K	+$58.1K	4	0%	Increased
861	BIM BRC Investment Management Greenwood Village, Colorado	$515K	-$4.55K	1	0.07%	Reduced
862	GWI Grace & White Inc Ny, New York	$509K	$0	1	0.1%	Maintained
863	JP Morgan Private Wealth Advisors San Francisco, California	$500K	-$14.3K	1	0.01%	Reduced
864	AMM American Money Management Rancho Santa Fe, California	$494K	-$8K	1	0.4%	Reduced
865	DG Davidson & Garrard Lynchburg, Virginia	$483K	-$3.35K	1	0.12%	Reduced
866	CBB Citizens Business Bank Ontario, California	$473K	-$738K	1	0.09%	Reduced
867	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$456K	+$82.6K	1	0.1%	Increased
868	PAM PartnerRe Asset Management Greenwich, Connecticut	$453K	-$58.6K	3	0.08%	Reduced
869	MHS M Holdings Securities Portland, Oregon	$448K	+$378K	1	0.29%	New
870	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$447K	+$4.8K	1	0.14%	Increased
871	LCM Landscape Capital Management Englewood, New Jersey	$447K	+$396K	2	0.3%	New
872	CIBC Private Wealth Group Atlanta, Georgia	$440K	$0	1	0%	Maintained
873	PAM Paradigm Asset Management New York	$437K	-$2.04M	3	0.06%	Reduced
874	ACM Aviance Capital Management Sarasota, Florida	$436K	-$28.5K	1	0.02%	Reduced
875	CC Cognios Capital Leawood, Kansas	$436K	+$174K	1	0.32%	Increased