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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
901	Smithfield Trust Pittsburgh, Pennsylvania	$615K	+$407K	3	0.13%	Increased
902	MAM Meeder Asset Management Dublin, Ohio	$613K	-$25.9K	1	0.06%	Reduced
903	ST Semper Trust King Of Prussia, Pennsylvania	$613K	+$597K	1	0.85%	New
904	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$612K	-$487K	2	0.08%	Reduced
905	AIM Assured Investment Management New York	$609K	-$1.17M	2	0.01%	Reduced
906	Colony Group Boston, Massachusetts	$606K	-$94.7K	4	0.06%	Reduced
907	FRM Fox Run Management Greenwich, Connecticut	$601K	+$661K	2	0.46%	New
908	MHS M Holdings Securities Portland, Oregon	$601K	-$5.59K	2	0.4%	Reduced
909	CIM Calvert Investment Management Bethesda, Maryland	$599K	+$170K	2	0.03%	Increased
910	FFA First Foundation Advisors Irvine, California	$599K	+$626K	2	0.04%	New
911	CWM Concert Wealth Management San Jose, California	$590K	-$309K	2	0.08%	Reduced
912	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$589K	-$10K	1	0.18%	Reduced
913	SCC Second Curve Capital Radnor, Pennsylvania	$579K	-$4.93M	1	0.28%	Reduced
914	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$571K	+$611K	1	0.4%	New
915	WF WealthTrust Fairport Cleveland, Ohio	$570K	+$580K	1	0.08%	New
916	E. Ohman J:or Asset Management Stockholm, Sweden	$570K	$0	4	0.1%	Maintained
917	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$565K	+$182K	5	0.01%	Increased
918	MC Moors & Cabot Boston, Massachusetts	$565K	-$741K	1	0.1%	Reduced
919	AMM American Money Management Rancho Santa Fe, California	$563K	$0	1	0.48%	Maintained
920	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$563K	+$293K	1	0.04%	Increased
921	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$554K	$0	1	0.12%	Maintained
922	CHAM Clear Harbor Asset Management Stamford, Connecticut	$553K	-$19.6K	1	0.13%	Reduced
923	SRAM Stone Ridge Asset Management New York	$551K	-$18.7K	2	1.86%	Reduced
924	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$546K	+$585K	1	0.07%	New
925	OP Osmium Partners Greenbrae, California	$544K	-$1.42M	2	0.62%	Reduced