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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	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$303K	+$301K	1	0.07%	New
1002	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$300K	+$299K	1	0.17%	New
1003	Buckingham Strategic Wealth Clayton, Missouri	$298K	$0	1	0.1%	Maintained
1004	Gratus Capital Atlanta, Georgia	$296K	+$287K	1	0.04%	New
1005	MIP Marietta Investment Partners Milwaukee, Wisconsin	$295K	-$611	1	0.11%	Reduced
1006	HBWM Hollow Brook Wealth Management Katonah, New York	$293K	-$5.2K	1	0.2%	Reduced
1007	BFC Blue Fin Capital Warren, Rhode Island	$290K	$0	1	0.24%	Maintained
1008	CIM Calvert Investment Management Bethesda, Maryland	$288K	-$374K	1	0.01%	Reduced
1009	Tocqueville Asset Management New York	$287K	-$86.5K	1	0%	Reduced
1010	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$282K	-$223K	1	0.05%	Reduced
1011	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$280K	$0	1	0.28%	Maintained
1012	DVM Dreman Value Management West Palm Beach, Florida	$279K	-$6.73M	6	0.17%	Reduced
1013	ST Sentinel Trust Houston, Texas	$279K	+$263K	1	0.04%	New
1014	EIA Edgemoor Investment Advisors Bethesda, Maryland	$277K	$0	1	0.04%	Maintained
1015	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$277K	+$89K	2	0.03%	Increased
1016	ZWJ Investment Counsel Atlanta, Georgia	$277K	$0	1	0.03%	Maintained
1017	Eagle Global Advisors Houston, Texas	$274K	$0	1	0.01%	Maintained
1018	Jennison Associates New York	$272K	-$554K	1	0%	Reduced
1019	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$268K	$0	5	0.23%	Maintained
1020	Voloridge Investment Management Jupiter, Florida	$263K	+$262K	1	0.01%	New
1021	OC Oakworth Capital Birmingham, Alabama	$261K	$0	2	0.1%	Maintained
1022	AWA Arete Wealth Advisors Chicago, Illinois	$258K	$0	1	0.16%	Maintained
1023	SM Salzhauer Michael	$258K	$0	1	0.21%	Maintained
1024	EWM Evermay Wealth Management Arlington, Virginia	$257K	$0	1	0.13%	Maintained
1025	AFP Ausdal Financial Partners Davenport, Iowa	$249K	-$42.8K	1	0.13%	Reduced