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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
926	MIS Morningstar Investment Services Chicago, Illinois	$443K	-$120K	1	0.02%	Reduced
927	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$443K	$0	2	0.1%	Maintained
928	FIG Fortress Investment Group New York	$442K	-$1.01M	1	0.01%	Reduced
929	EEG E.E. Geduld	$438K	+$62.4K	3	0.27%	Increased
930	KS Karpas Strategies Litchfield, Connecticut	$434K	-$2.51K	1	0.22%	Reduced
931	WRM Westport Resources Management Westport, Connecticut	$431K	+$99K	5	0.12%	Increased
932	Mission Wealth Management Santa Barbara, California	$430K	+$404K	2	0.15%	New
933	AGM Alpine Global Management New York	$425K	+$344K	7	0.07%	Increased
934	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$424K	+$441K	1	0.08%	New
935	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$416K	+$18.6K	1	0.12%	Increased
936	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$416K	+$127K	1	0.19%	Increased
937	IFS Ifrah Financial Services Little Rock, Arkansas	$414K	+$9.01K	1	0.15%	Increased
938	EVC Eidelman Virant Capital Saint Louis, Missouri	$407K	-$52K	1	0.18%	Reduced
939	GWM Gupta Wealth Management San Diego, California	$405K	+$220K	6	0.1%	Increased
940	SIM Spark Investment Management New York	$399K	+$388K	1	0.06%	New
941	Advisory Services Network Atlanta, Georgia	$394K	+$133K	7	0.12%	Increased
942	FCM FJ Capital Management Mclean, Virginia	$393K	-$2.05M	1	0.09%	Reduced
943	Central Trust Company Jefferson City, Missouri	$392K	+$18.6K	3	0.03%	Increased
944	SCM Symons Capital Management Pittsburgh, Pennsylvania	$382K	-$1.22K	1	0.1%	Reduced
945	PAM PT Asset Management Chicago, Illinois	$381K	+$336K	1	0.11%	Increased
946	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$373K	+$165K	5	0.01%	Increased
947	ACM Argentus Capital Management Dallas, Texas	$366K	-$122K	1	0.06%	Reduced
948	HHGA Halbert Hargrove Global Advisors Long Beach, California	$364K	-$14.8K	1	0.09%	Reduced
949	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$352K	-$90.6K	1	0.07%	Reduced
950	LCM Lucas Capital Management Red Bank, New Jersey	$348K	-$9.45K	1	0.15%	Reduced