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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
1026	TWM Torch Wealth Management Cincinnati, Ohio	$38K	+$39.5K	1	0.03%	New
1027	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$37K	-$38K	2	0.01%	Reduced
1028	CFSG Community Financial Services Group Newport, Vermont	$36K	+$36.8K	1	0.02%	New
1029	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$35K	-$16.7K	3	0%	Reduced
1030	TDC Thompson Davis & Co Richmond, Virginia	$32K	+$21.4K	2	0.05%	Increased
1031	First Horizon Advisors Memphis, Tennessee	$30K	+$8.39K	3	0%	Increased
1032	LNB Ledyard National Bank	$29K	$0	1	0%	Maintained
1033	LFR Lehman Financial Resources Media, Pennsylvania	$26K	+$1.95K	3	0.01%	Increased
1034	Colony Group Boston, Massachusetts	$24K	+$6.56K	3	0%	Increased
1035	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$24K	+$15.1K	5	0.01%	Increased
1036	CHC City Holding Co Charleston, West Virginia	$22K	$0	2	0.01%	Maintained
1037	NIM NuWave Investment Management Parsippany, New Jersey	$22K	+$22.5K	2	0.07%	New
1038	Pathstone Family Office Englewood, New Jersey	$21K	-$59.2K	2	0.05%	Reduced
1039	FWM Focused Wealth Management Newburgh, New York	$19K	+$25	3	0.02%	Increased
1040	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$19K	$0	1	0%	Maintained
1041	NES New England Securities New York	$16K	-$15.3K	6	0.01%	Reduced
1042	TF Trutina Financial Bellevue, Washington	$16K	+$14.3K	1	0.01%	New
1043	MAM Mizuho Asset Management Tokyo, Japan	$15K	$0	1	0%	Maintained
1044	ACM Antonetti Capital Management Naples, Florida	$14K	$0	1	0.01%	Maintained
1045	KT Kanaly Trust Houston, Texas	$14K	$0	2	0%	Maintained
1046	PSI Pinnacle Summer Investments Fairfax, Virginia	$13K	$0	4	0%	Maintained
1047	BACM Blue Arrow Capital Management New York	$12K	+$11.3K	1	0%	New
1048	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$12K	-$30.1K	1	0.03%	Reduced
1049	ACS Archford Capital Strategies Swansea, Illinois	$11.8K	+$12.1K	2	0.01%	New
1050	AA Apriem Advisors Irvine, California	$11K	-$5.06K	3	0%	Reduced