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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	RWM RKL Wealth Management Lancaster, Pennsylvania	$806K	-$46.2K	1	0.15%	Reduced
1027	IFWM Institute for Wealth Management Denver, Colorado	$803K	$0	2	0.18%	Maintained
1028	BIM Beach Investment Management West Conshohocken, Pennsylvania	$788K	$0	2	1.29%	Maintained
1029	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$788K	+$740K	2	0.16%	New
1030	CCM Corsair Capital Management New York	$787K	-$622K	1	0.23%	Reduced
1031	LJAC L.J. Altfest & Co New York	$785K	-$323K	2	0.21%	Reduced
1032	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$783K	+$837K	1	0.09%	New
1033	IR Invictus RG Hamilton, Bermuda	$782K	+$782K	1	3.69%	New
1034	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$779K	-$138K	1	0.07%	Reduced
1035	PS Pensionfund Sabic Sittard, Netherlands	$778K	+$168K	1	0.24%	Increased
1036	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$765K	-$656K	3	0.07%	Reduced
1037	SWA Sutton Wealth Advisors Tampa, Florida	$762K	+$933	12	0.44%	Increased
1038	KPF K2 Principal Fund Toronto, Ontario, Canada	$761K	-$3.97M	1	0.09%	Reduced
1039	Ancora Advisors Cleveland, Ohio	$748K	+$647K	1	0.03%	New
1040	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$746K	-$164K	12	0.09%	Reduced
1041	JT Jump Trading Chicago, Illinois	$743K	-$303K	3	0.04%	Reduced
1042	GEA Glen Eagle Advisors Kingston, New Jersey	$738K	+$705K	2	0.5%	Increased
1043	AAM Auxier Asset Management Aurora, Oregon	$735K	-$381K	1	0.15%	Reduced
1044	Central Trust Company Jefferson City, Missouri	$734K	+$47.7K	3	0.04%	Increased
1045	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$732K	+$123K	1	0.32%	Increased
1046	PMG ProVise Management Group Clearwater, Florida	$726K	+$257K	2	0.1%	Increased
1047	CIM CIM Investment Management Pittsburgh, Pennsylvania	$725K	-$15.2K	2	0.27%	Reduced
1048	LCS Levin Capital Strategies New York	$718K	+$53.4K	2	0.07%	Increased
1049	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$712K	+$453K	2	0.09%	Increased
1050	CL CIM LLC Albany, New York	$711K	+$41.7K	1	0.25%	Increased