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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	FNYS First New York Securities New York	$294K	+$215K	4	0.29%	Increased
1002	SM Salzhauer Michael	$290K	$0	1	0.26%	Maintained
1003	Stratos Wealth Partners Beachwood, Ohio	$288K	+$272K	1	0.03%	New
1004	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$287K	+$265K	1	0.13%	New
1005	SIM SSI Investment Management Los Angeles, California	$287K	-$225K	1	0.03%	Reduced
1006	TU TDAM USA Toronto, Ontario, Canada	$286K	+$16.8K	1	0.01%	Increased
1007	SAS Spectrum Advisory Services Atlanta, Georgia	$285K	$0	1	0.1%	Maintained
1008	Markel Group Glen Allen, Virginia	$283K	$0	1	0.01%	Maintained
1009	Advisory Services Network Atlanta, Georgia	$280K	-$2.97K	5	0.08%	Reduced
1010	WAS Winch Advisory Services Appleton, Wisconsin	$280K	+$258K	1	0.16%	New
1011	Fayez Sarofim & Co Houston, Texas	$270K	$0	1	0%	Maintained
1012	DG Davidson & Garrard Lynchburg, Virginia	$269K	-$6.28K	1	0.06%	Reduced
1013	WPP Whalerock Point Partners Providence, Rhode Island	$264K	+$268K	1	0.11%	New
1014	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$262K	$0	4	0.22%	Maintained
1015	Wealthfront Palo Alto, California	$260K	+$44.8K	6	0.01%	Increased
1016	FSA Financial Sense Advisors San Diego, California	$259K	+$245K	1	0.11%	New
1017	SAM Silphium Asset Management London, United Kingdom	$256K	+$238K	1	0.1%	New
1018	OC Oppenheimer & Close New York	$253K	+$8.02K	1	0.21%	Increased
1019	Candriam SCA Strassen, Luxembourg, Luxembourg	$251K	$0	1	0.01%	Maintained
1020	TDC Thompson Davis & Co Richmond, Virginia	$250K	+$108K	7	0.3%	Increased
1021	Wolverine Asset Management Chicago, Illinois	$248K	-$1.87M	3	0%	Reduced
1022	Douglas C. Lane & Associates New York	$245K	+$226K	1	0.01%	New
1023	PCM Price Capital Management Lafayette, Louisiana	$244K	+$225K	1	0.15%	New
1024	YCM Yakira Capital Management Westport, Connecticut	$243K	-$184K	1	0.18%	Reduced
1025	FGA Flood Gamble Associates New York	$237K	$0	1	0.1%	Maintained