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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	JIC Joel Isaacson & Co New York	$59K	$0	1	0.02%	Maintained
1027	TIM Tortoise Investment Management White Plains, New York	$57K	$0	2	0.02%	Maintained
1028	Wilmington Savings Fund Society Wilmington, Delaware	$56K	$0	1	0%	Maintained
1029	VIA Vantage Investment Advisors State College, Pennsylvania	$50K	-$1K	1	0.03%	Reduced
1030	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$49K	+$33K	2	0.14%	Increased
1031	GAM Gemmer Asset Management Walnut Creek, California	$48K	+$1.47K	9	0.03%	Increased
1032	MassMutual Private Wealth & Trust Windsor, Connecticut	$44.4K	$0	1	0.02%	Maintained
1033	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$43K	+$40.8K	2	0%	New
1034	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$43K	+$23	3	0.01%	Increased
1035	First Horizon Advisors Memphis, Tennessee	$42K	+$11.2K	3	0.01%	Increased
1036	PCTC Perkins Coie Trust Company Seattle, Washington	$40K	$0	1	0.04%	Maintained
1037	CFSG Community Financial Services Group Newport, Vermont	$37K	$0	1	0.02%	Maintained
1038	KPCM Kings Point Capital Management Great Neck, New York	$36K	-$18.3K	1	0.01%	Reduced
1039	TDC Thompson Davis & Co Richmond, Virginia	$32K	-$2K	1	0.05%	Reduced
1040	GSC Ground Swell Capital Folly Beach, South Carolina	$31K	+$29.2K	6	0.06%	New
1041	LNB Ledyard National Bank	$31K	$0	1	0.01%	Maintained
1042	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$30K	-$6.17K	3	0%	Reduced
1043	Brown Brothers Harriman & Co New York	$29K	-$19K	2	0%	Reduced
1044	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$28K	-$12K	2	0.02%	Reduced
1045	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$25K	$0	1	0%	Maintained
1046	BRWM B. Riley Wealth Management Memphis, Tennessee	$24K	-$16.3K	1	0.02%	Reduced
1047	LFR Lehman Financial Resources Media, Pennsylvania	$24K	-$2K	2	0.01%	Reduced
1048	NES New England Securities New York	$24K	+$5.38K	5	0.01%	Increased
1049	CHC City Holding Co Charleston, West Virginia	$21K	$0	2	0.01%	Maintained
1050	FWM Focused Wealth Management Newburgh, New York	$20K	$0	3	0.02%	Maintained