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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	TG TLP Group Evanston, Illinois	$525K	+$427K	1	0.36%	Increased
927	NFG Next Financial Group Houston, Texas	$524K	-$23.8K	8	0.17%	Reduced
928	BA BKS Advisors Southfield, Michigan	$518K	$0	1	0.27%	Maintained
929	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$512K	+$208K	2	0.1%	Increased
930	AIM Anchor Investment Management Columbia, South Carolina	$511K	+$44.4K	2	0.2%	Increased
931	BCM Bayesian Capital Management Brooklyn, New York	$506K	-$30.8K	1	0.3%	Reduced
932	Mission Wealth Management Santa Barbara, California	$504K	$0	1	0.13%	Maintained
933	AIC Ayalon Insurance Company Ramat Gan, Israel	$501K	$0	1	0.42%	Maintained
934	OP Osmium Partners Greenbrae, California	$500K	+$34.4K	2	0.67%	Increased
935	PG Patten Group Chattanooga, Tennessee	$498K	+$42.4K	3	0.23%	Increased
936	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$492K	$0	1	0.15%	Maintained
937	AAM AR Asset Management West Hollywood, California	$491K	$0	1	0.21%	Maintained
938	CIBC Private Wealth Group Atlanta, Georgia	$491K	$0	1	0%	Maintained
939	AIM Acrospire Investment Management Chicago, Illinois	$490K	+$65.2K	9	0.36%	Increased
940	CHAM Clear Harbor Asset Management Stamford, Connecticut	$483K	-$13.7K	1	0.11%	Reduced
941	SCA Salient Capital Advisors Houston, Texas	$483K	+$230K	2	0.01%	Increased
942	CL CIM LLC Albany, New York	$482K	$0	1	0.24%	Maintained
943	WRM Westport Resources Management Westport, Connecticut	$477K	+$171K	2	0.15%	Increased
944	LSVM Lone Star Value Management Old Greenwich, Connecticut	$473K	+$468K	1	0.95%	New
945	BDF Balasa Dinverno & Foltz	$469K	+$430K	1	0.08%	New
946	PCM Perritt Capital Management Chicago, Illinois	$467K	-$533K	1	0.12%	Reduced
947	RA RMR Advisors Newton, Massachusetts	$461K	$0	1	0.22%	Maintained
948	CC ClearArc Capital Cincinnati, Ohio	$458K	+$3.41K	2	0.09%	Increased
949	CAM Cypress Asset Management Houston, Texas	$457K	-$846K	2	0.09%	Reduced
950	HVIA Hudson Valley Investment Advisors Goshen, New York	$450K	+$92.1K	1	0.14%	Increased