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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	RA RMR Advisors Newton, Massachusetts	$136K	$0	1	0.07%	Maintained
1027	GLI Guardian Life Insurance New York	$134K	-$459	3	0.01%	Reduced
1028	AGM Alpine Global Management New York	$130K	-$285K	1	0.02%	Reduced
1029	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$130K	$0	1	0.04%	Maintained
1030	SEC Seven Eight Capital New York	$124K	-$44.6K	2	0.21%	Reduced
1031	ECM Estabrook Capital Management New York	$124K	-$4.49K	1	0.01%	Reduced
1032	FineMark National Bank & Trust Fort Myers, Florida	$121K	+$330	4	0.02%	Increased
1033	Chicago Partners Investment Group Chicago, Illinois	$117K	+$123K	3	0.05%	New
1034	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$117K	+$15.5K	6	0%	Increased
1035	BRWM B. Riley Wealth Management Memphis, Tennessee	$114K	+$87K	2	0.09%	Increased
1036	WA WealthTrust-Arizona Scottsdale, Arizona	$114K	-$1.86K	9	0.1%	Reduced
1037	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$113K	$0	1	0.32%	Maintained
1038	NES New England Securities New York	$111K	-$163K	5	0.04%	Reduced
1039	CS Credential Securities Vancouver,	$108K	+$1.02K	2	0.07%	Increased
1040	BAM Barrett Asset Management New York	$106K	+$48.1K	1	0.01%	Increased
1041	TDC Thompson Davis & Co Richmond, Virginia	$106K	+$19.1K	7	0.12%	Increased
1042	HR Howe & Rusling Rochester, New York	$105K	-$18.4K	4	0.03%	Reduced
1043	SA SRH Advisors Salina, Kansas	$105K	$0	3	0.72%	Maintained
1044	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$104K	$0	1	0.02%	Maintained
1045	VNB Valley National Bancorp New York	$103K	$0	1	0.13%	Maintained
1046	HPBT High Point Bank & Trust High Point, North Carolina	$102K	$0	2	0.03%	Maintained
1047	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$102K	+$72.6K	1	0.03%	Increased
1048	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$101K	+$103K	1	0.08%	New
1049	Capital International Sarl Los Angeles, California	$85K	$0	1	0.01%	Maintained
1050	AC AYM Capital New York	$83K	$0	1	0.06%	Maintained