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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	SC SRB Corp Boston, Massachusetts	$736K	+$105K	1	0.07%	Increased
1027	Koshinski Asset Management Decatur, Illinois	$729K	-$823K	2	0.2%	Reduced
1028	BIM Beach Investment Management West Conshohocken, Pennsylvania	$725K	+$697K	2	1.3%	New
1029	BI Ballast Inc Lexington, Kentucky	$723K	$0	1	0.47%	Maintained
1030	IFP Advisors Tampa, Florida	$723K	-$1.23M	9	0.1%	Reduced
1031	Qube Research & Technologies (QRT) London, United Kingdom	$721K	+$110K	1	0.1%	Increased
1032	Mesirow Financial Investment Management Chicago, Illinois	$720K	+$525K	2	2.86%	Increased
1033	ICM IMS Capital Management Portland, Oregon	$719K	+$26.3K	1	0.59%	Increased
1034	SWA SFMG Wealth Advisors Plano, Texas	$719K	-$9.48K	1	0.1%	Reduced
1035	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$717K	-$388K	14	0%	Reduced
1036	AC Alexandria Capital Arlington, Virginia	$706K	$0	1	0.1%	Maintained
1037	Clark Capital Management Group Philadelphia, Pennsylvania	$706K	-$8.93M	1	0.02%	Reduced
1038	PHK Point72 Hong Kong Hong Kong	$702K	+$315K	7	0.28%	Increased
1039	HighPoint Advisor Group Downers Grove, Illinois	$700K	-$33.7K	1	0.17%	Reduced
1040	APG Abacus Planning Group Columbia, South Carolina	$693K	$0	1	0.43%	Maintained
1041	Central Trust Company Jefferson City, Missouri	$692K	-$337K	3	0.04%	Reduced
1042	Penserra Capital Management Orinda, California	$686K	+$631K	11	0.06%	Increased
1043	AP Appleton Partners Boston, Massachusetts	$673K	+$59.9K	1	0.09%	Increased
1044	CIM CIM Investment Management Pittsburgh, Pennsylvania	$672K	-$5.32K	2	0.26%	Reduced
1045	Mission Wealth Management Santa Barbara, California	$663K	-$13.7K	1	0.08%	Reduced
1046	Boothbay Fund Management New York	$659K	-$1.12M	1	0.06%	Reduced
1047	WesBanco Bank Wheeling, West Virginia	$657K	+$37.9K	1	0.03%	Increased
1048	Belpointe Asset Management Reno, Nevada	$647K	+$19K	2	0.13%	Increased
1049	EC EJF Capital Arlington, Virginia	$640K	-$733K	2	0.08%	Reduced
1050	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$630K	+$211K	2	0.08%	Increased