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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
876	MIM Marco Investment Management Atlanta, Georgia	$662K	+$651K	1	0.11%	New
877	CWM Concert Wealth Management San Jose, California	$653K	-$1.01K	2	0.08%	Reduced
878	HRT Financial New York	$639K	-$1.39M	1	0.3%	Reduced
879	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$625K	-$9.74K	1	0.18%	Reduced
880	CHAM Clear Harbor Asset Management Stamford, Connecticut	$622K	+$1.56K	1	0.12%	Increased
881	NCM Noesis Capital Mangement Boca Raton, Florida	$618K	+$4.75K	1	0.27%	Increased
882	AAM AR Asset Management West Hollywood, California	$617K	$0	1	0.25%	Maintained
883	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$617K	$0	1	0.15%	Maintained
884	BO Bank OZK Little Rock, Arkansas	$615K	-$24.1K	1	0.21%	Reduced
885	CBT Central Bank & Trust Lexington, Kentucky	$612K	-$62.3K	2	0.19%	Reduced
886	Calamos Wealth Management Naperville, Illinois	$605K	-$1.2M	1	0.14%	Reduced
887	SAMC Spectrum Asset Management (California) Newport Beach, California	$599K	$0	1	0.52%	Maintained
888	AWA Arete Wealth Advisors Chicago, Illinois	$598K	-$92.6K	2	0.4%	Reduced
889	AMM American Money Management Rancho Santa Fe, California	$587K	$0	1	0.5%	Maintained
890	FA FDx Advisors Chicago, Illinois	$587K	+$352K	2	0.03%	Increased
891	FIM Freedom Investment Management Hartford, Connecticut	$587K	+$72K	2	0.06%	Increased
892	Martingale Asset Management Boston, Massachusetts	$577K	-$4.72M	1	0.01%	Reduced
893	CBB Citizens Business Bank Ontario, California	$574K	$0	1	0.1%	Maintained
894	GWS Glassman Wealth Services Vienna, Virginia	$572K	$0	4	0.46%	Maintained
895	WA WFG Advisors Dallas, Texas	$570K	-$25K	8	0.16%	Reduced
896	POA Pergamon Offshore Advisors New York	$563K	-$49.9K	1	0.59%	Reduced
897	Verition Fund Management Greenwich, Connecticut	$555K	+$163K	2	0.1%	Increased
898	AIC Ayalon Insurance Company Ramat Gan, Israel	$553K	-$136K	1	0.4%	Reduced
899	DAM Deltec Asset Management New York	$549K	+$543K	1	0.12%	New
900	SRAM Stone Ridge Asset Management New York	$544K	$0	2	1.26%	Maintained