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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	CD Carl Domino West Palm Beach, Florida	$350K	$0	1	0.38%	Maintained
1027	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$348K	+$37.7K	1	0.06%	Increased
1028	PGIM Pacific Global Investment Management Glendale, California	$348K	+$60.6K	1	0.07%	Increased
1029	TFA Transamerica Financial Advisors St. Petersburg, Florida	$348K	+$324K	1	0.04%	Increased
1030	Sowell Financial Services North Little Rock, Arkansas	$343K	+$295K	1	0.1%	Increased
1031	CG CFO4Life Group Coppell, Texas	$342K	+$318K	1	0.31%	New
1032	BFC Blue Fin Capital Warren, Rhode Island	$340K	$0	1	0.21%	Maintained
1033	VCM Versant Capital Management Phoenix, Arizona	$337K	+$25.2K	11	0.19%	Increased
1034	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$336K	$0	1	0.07%	Maintained
1035	Vident Investment Advisory Alpharetta, Georgia	$335K	+$301K	1	0.03%	New
1036	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$327K	$0	1	0.23%	Maintained
1037	HM Payson & Co Portland, Maine	$325K	$0	1	0.01%	Maintained
1038	ZIG Zuckerman Investment Group Chicago, Illinois	$325K	$0	1	0.08%	Maintained
1039	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$322K	$0	1	0.17%	Maintained
1040	MAM Marquette Asset Management Minneapolis, Minnesota	$321K	+$292K	1	0.13%	New
1041	Tocqueville Asset Management New York	$321K	$0	1	0%	Maintained
1042	EIA Edgemoor Investment Advisors Bethesda, Maryland	$320K	$0	1	0.05%	Maintained
1043	OC Oppenheimer & Close New York	$314K	$0	1	0.29%	Maintained
1044	AGM Alpine Global Management New York	$312K	+$280K	1	0.08%	New
1045	NIMI Natixis Investment Managers International Paris, France	$311K	-$383K	2	0.03%	Reduced
1046	SCM SKBA Capital Management San Francisco, California	$311K	+$42K	1	0.04%	Increased
1047	Parallel Advisors San Francisco, California	$307K	+$175K	8	0.06%	Increased
1048	Buckingham Strategic Wealth Clayton, Missouri	$306K	$0	1	0.09%	Maintained
1049	PL Parkwood LLC Cleveland, Ohio	$305K	-$28.4K	1	0.04%	Reduced
1050	PM Parametrica Management Wanchai, Hong Kong	$302K	-$379K	1	0.32%	Reduced