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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	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$563K	$0	2	0.07%	Maintained
877	BCM Bayesian Capital Management Brooklyn, New York	$559K	+$438K	2	0.53%	Increased
878	MHS M Holdings Securities Portland, Oregon	$559K	+$11.5K	2	0.34%	Increased
879	HRT Financial New York	$554K	+$504K	1	0.58%	New
880	Private Advisor Group Morristown, New Jersey	$554K	+$211K	1	0.03%	Increased
881	CCT Chemung Canal Trust Elmira, New York	$551K	-$1.27M	1	0.13%	Reduced
882	E. Ohman J:or Asset Management Stockholm, Sweden	$545K	$0	4	0.1%	Maintained
883	FP FDO Partners Cambridge, Massachusetts	$544K	-$396K	2	0.35%	Reduced
884	Atria Investments Charlotte, North Carolina	$541K	+$489K	2	0.06%	New
885	VCM Venator Capital Management Toronto, Ontario, Canada	$537K	+$277K	1	0.48%	New
886	OMERS Administration Corp Toronto, Ontario, Canada	$520K	-$1.55M	1	0.01%	Reduced
887	CBB Citizens Business Bank Ontario, California	$516K	$0	1	0.1%	Maintained
888	BHA Beech Hill Advisors New York	$506K	$0	1	0.4%	Maintained
889	BA BKS Advisors Southfield, Michigan	$497K	-$42.6K	1	0.26%	Reduced
890	AL Airain Ltd St. Peter Port, Guernsey	$496K	-$20.7M	2	0.03%	Reduced
891	SCM Segantii Capital Management Hong Kong	$493K	+$449K	3	0.2%	New
892	SAM SignalPoint Asset Management Springfield, Missouri	$493K	+$268K	1	0.21%	Increased
893	AIC Ayalon Insurance Company Ramat Gan, Israel	$488K	-$246K	1	0.41%	Reduced
894	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$484K	$0	2	0.1%	Maintained
895	Mission Wealth Management Santa Barbara, California	$484K	-$3.63K	1	0.13%	Reduced
896	RA RMR Advisors Newton, Massachusetts	$484K	+$216K	1	0.25%	Increased
897	TC Telemus Capital Southfield, Michigan	$484K	+$445K	1	0.08%	New
898	CIBC Private Wealth Group Atlanta, Georgia	$481K	$0	1	0%	Maintained
899	CHAM Clear Harbor Asset Management Stamford, Connecticut	$476K	-$43.6K	1	0.1%	Reduced
900	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$471K	-$46.7K	1	0.03%	Reduced