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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
1051	BT Beacon Trust Morristown, New Jersey	$83K	$0	1	0.01%	Maintained
1052	FAM Fortaleza Asset Management Chicago, Illinois	$83K	-$488K	1	0.04%	Reduced
1053	Smithfield Trust Pittsburgh, Pennsylvania	$79K	+$4.05K	2	0.02%	Increased
1054	DSC Duncker Streett & Co St. Louis, Missouri	$74K	-$43.4K	1	0.02%	Reduced
1055	BAM Brave Asset Management Summit, New Jersey	$73K	+$24.1K	4	0.05%	Increased
1056	QAM QCI Asset Management Pittsford, New York	$72K	+$6K	2	0.01%	Increased
1057	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$71K	+$13.2K	1	0.04%	Increased
1058	CFSG Community Financial Services Group Newport, Vermont	$70K	+$34K	2	0.03%	Increased
1059	CPA Cowen Prime Advisors New York	$68K	$0	2	0.03%	Maintained
1060	DAM Delta Asset Management Memphis, Tennessee	$66K	$0	2	0.01%	Maintained
1061	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$65K	-$447	6	0.05%	Reduced
1062	TIM Tortoise Investment Management White Plains, New York	$61K	$0	2	0.02%	Maintained
1063	FNYS First New York Securities New York	$60.6K	-$28.7K	2	0.11%	Reduced
1064	JIC Joel Isaacson & Co New York	$60K	-$26.8K	2	0.02%	Reduced
1065	CFA Capstone Financial Advisors Downers Grove, Illinois	$59K	$0	1	0.02%	Maintained
1066	CFA Carroll Financial Associates Charlotte, North Carolina	$59K	-$118K	2	0.04%	Reduced
1067	VIA Vantage Investment Advisors State College, Pennsylvania	$53K	+$489	2	0.03%	Increased
1068	HW Hedeker Wealth Lincolnshire, Illinois	$50K	+$48.4K	1	0.04%	New
1069	First Horizon Advisors Memphis, Tennessee	$48K	+$7.38K	3	0.01%	Increased
1070	KAM Kassirer Asset Management Toronto, Ontario, Canada	$47K	+$52.9K	1	0.04%	New
1071	Mairs & Power Inc St Paul, Minnesota	$47K	$0	1	0%	Maintained
1072	Wilmington Savings Fund Society Wilmington, Delaware	$45K	$0	1	0%	Maintained
1073	FPFS First Personal Financial Services Charlotte, North Carolina	$43K	+$42.6K	3	0.03%	New
1074	PCTC Perkins Coie Trust Company Seattle, Washington	$43K	$0	1	0.03%	Maintained
1075	IC IKOS CIF Limassol, Cyprus	$41K	-$451K	1	0.07%	Reduced