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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
1001	Smithfield Trust Pittsburgh, Pennsylvania	$67K	$0	1	0.01%	Maintained
1002	TF Tompkins Financial Ithaca, New York	$66K	+$55K	2	0.02%	Increased
1003	Catalyst Capital Advisors Huntington, New York	$64K	-$1.2M	1	0.01%	Reduced
1004	WRM Westport Resources Management Westport, Connecticut	$60K	-$1.3K	3	0.02%	Reduced
1005	NYLT New York Life Trust New York	$55K	+$56.1K	1	0.24%	New
1006	JIC Joel Isaacson & Co New York	$54K	$0	1	0.02%	Maintained
1007	SGC South Georgia Capital Naperville, Illinois	$54K	-$53.9K	1	0.05%	Reduced
1008	TIM Tortoise Investment Management White Plains, New York	$54K	+$2.26K	2	0.02%	Increased
1009	Wilmington Savings Fund Society Wilmington, Delaware	$52K	$0	1	0%	Maintained
1010	CFA Capstone Financial Advisors Downers Grove, Illinois	$51K	$0	1	0.03%	Maintained
1011	IH IFC Holdings Tampa, Florida	$51K	$0	1	0.01%	Maintained
1012	MCM Mazama Capital Management Portland, Oregon	$50K	-$1.43M	1	0.05%	Reduced
1013	KPCM Kings Point Capital Management Great Neck, New York	$49K	$0	1	0.02%	Maintained
1014	RCM Reynolds Capital Management Las Vegas, Nevada	$49K	-$1.32M	1	0.03%	Reduced
1015	VIA Vantage Investment Advisors State College, Pennsylvania	$49K	+$632	2	0.03%	Increased
1016	Wealthfront Palo Alto, California	$48K	+$48K	3	0.01%	New
1017	SFSIG San Francisco Sentry Investment Group San Francisco, California	$47K	+$44.5K	4	0.02%	Increased
1018	Brown Brothers Harriman & Co New York	$46K	-$6.65K	3	0%	Reduced
1019	GAM Gemmer Asset Management Walnut Creek, California	$44K	+$45.4K	8	0.03%	New
1020	MassMutual Private Wealth & Trust Windsor, Connecticut	$42.2K	+$43.4K	1	0.02%	New
1021	BRWM B. Riley Wealth Management Memphis, Tennessee	$41K	+$41K	2	0.03%	New
1022	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$40K	+$23	3	0.01%	Increased
1023	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$38K	$0	1	0.03%	Maintained
1024	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$38K	+$42.9K	3	0.03%	New
1025	PCTC Perkins Coie Trust Company Seattle, Washington	$38K	$0	1	0.04%	Maintained