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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	Jefferies Financial Group New York	$577K	+$539K	1	0.05%	New
1002	BC Banced Corp Edwardsville, Illinois	$568K	+$518K	1	0.99%	New
1003	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$560K	-$45.4K	1	0.11%	Reduced
1004	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$558K	+$206K	2	0.28%	Increased
1005	BHA Beech Hill Advisors New York	$557K	$0	1	0.29%	Maintained
1006	OAMG Odey Asset Management Group London, United Kingdom	$557K	$0	1	0.05%	Maintained
1007	AIA AGF Investments America Toronto, Ontario, Canada	$541K	+$6.65K	1	0.21%	Increased
1008	Benjamin F. Edwards & Company St. Louis, Missouri	$541K	+$17.5K	5	0.07%	Increased
1009	DP Dearborn Partners Chicago, Illinois	$540K	$0	1	0.04%	Maintained
1010	SI SII Investments Appleton, Wisconsin	$540K	+$106K	1	0.03%	Increased
1011	SBA Seven Bridges Advisors New York	$538K	+$153K	2	0.45%	Increased
1012	Conning Inc Hartford, Connecticut	$534K	+$10.3K	2	0.02%	Increased
1013	Caprock Group Boise, Idaho	$531K	+$243K	2	0.11%	Increased
1014	ICOA Investment Centers of America Bismarck, North Dakota	$519K	+$259K	2	0.04%	Increased
1015	PPCM Pillar Pacific Capital Management Pacifica, California	$518K	$0	1	0.07%	Maintained
1016	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$514K	+$480K	1	1.13%	New
1017	FPS Fieldpoint Private Securities Greenwich, Connecticut	$511K	+$481K	3	0.22%	New
1018	GCA Greenwood Capital Associates Greenwood, South Carolina	$508K	-$476K	2	0.13%	Reduced
1019	AAM AR Asset Management West Hollywood, California	$507K	$0	1	0.2%	Maintained
1020	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$507K	$0	1	0.13%	Maintained
1021	TCOV Trust Company of Vermont Brattleboro, Vermont	$499K	-$2.02K	2	0.05%	Reduced
1022	RCM Radnor Capital Management Wayne, Pennsylvania	$497K	$0	1	0.17%	Maintained
1023	CBU CIBC Bank USA Chicago, Illinois	$494K	$0	1	0.06%	Maintained
1024	AP Appleton Partners Boston, Massachusetts	$491K	+$448K	1	0.08%	New
1025	ECM Everence Capital Management Goshen, Indiana	$488K	$0	1	0.11%	Maintained