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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	TFA Transamerica Financial Advisors St. Petersburg, Florida	$856K	-$203	1	0.11%	Reduced
1027	CAM Cypress Asset Management Houston, Texas	$855K	-$43K	3	0.18%	Reduced
1028	Mission Wealth Management Santa Barbara, California	$854K	$0	1	0.15%	Maintained
1029	BDF Balasa Dinverno & Foltz	$848K	-$41.5K	1	0.13%	Reduced
1030	WC Weil Company San Diego, California	$846K	+$786K	1	0.77%	New
1031	HIH HRS Investment Holdings New York	$841K	$0	1	0.44%	Maintained
1032	PTC Private Trust Company Cleveland, Ohio	$840K	+$446K	1	0.18%	Increased
1033	CHAM Clear Harbor Asset Management Stamford, Connecticut	$835K	-$661K	1	0.16%	Reduced
1034	PI Pettee Investors Rowayton, Connecticut	$833K	+$12.5K	1	0.51%	Increased
1035	FWM Frontier Wealth Management Kansas City, Missouri	$830K	+$294K	2	0.13%	Increased
1036	Sumitomo Life Insurance Tokyo, Japan	$826K	-$638K	1	0.1%	Reduced
1037	FDS First Dallas Securities Dallas, Texas	$825K	-$226K	2	0.52%	Reduced
1038	AMM American Money Management Rancho Santa Fe, California	$824K	-$13K	1	0.5%	Reduced
1039	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$824K	+$785K	1	0.07%	New
1040	MFAM Motley Fool Asset Management Alexandria, Virginia	$824K	$0	1	0.18%	Maintained
1041	IFWM Institute for Wealth Management Denver, Colorado	$822K	+$396K	2	0.19%	Increased
1042	AT Arden Trust Wilmington, Delaware	$821K	-$386K	2	0.12%	Reduced
1043	FIB First Interstate Bank Billings, Montana	$810K	-$262K	5	0.17%	Reduced
1044	AC Addison Capital Conshohocken, Pennsylvania	$808K	+$418K	2	0.64%	Increased
1045	Algert Global San Francisco, California	$806K	-$3.63M	1	0.19%	Reduced
1046	SWA SFMG Wealth Advisors Plano, Texas	$806K	$0	1	0.13%	Maintained
1047	HCP Holt Capital Partners Fort Worth, Texas	$805K	$0	2	0.25%	Maintained
1048	CI Chartist Inc Seal Beach, California	$792K	+$196K	3	0.35%	Increased
1049	LGC Laurel Grove Capital Los Angeles, California	$791K	-$12.4K	1	0.41%	Reduced
1050	6M 6 Meridian Wichita, Kansas	$786K	+$734K	2	0.09%	New