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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	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$220K	$0	1	0.08%	Maintained
1052	FPCP Fort Point Capital Partners San Francisco, California	$219K	$0	1	0.11%	Maintained
1053	VCM Versant Capital Management Phoenix, Arizona	$219K	+$26.4K	13	0.13%	Increased
1054	Wealthfront Palo Alto, California	$219K	+$213K	1	0.01%	New
1055	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$216K	+$215K	1	0.23%	New
1056	PAG Pinnacle Advisory Group Columbia, Maryland	$215K	-$63.7K	1	0.02%	Reduced
1057	Coldstream Capital Management Bellevue, Washington	$214K	+$205K	1	0.04%	New
1058	GWS Glassman Wealth Services Vienna, Virginia	$213K	-$207K	2	0.18%	Reduced
1059	CCM CrestPoint Capital Management Four Seasons, Missouri	$212K	$0	1	0.11%	Maintained
1060	SFM Signature Financial Management Norfolk, Virginia	$211K	$0	1	0.1%	Maintained
1061	UFF USA Financial Formulas Ada, Michigan	$208K	+$201K	1	0.06%	New
1062	OCG Opus Capital Group Cincinnati, Ohio	$203K	+$194K	1	0.05%	New
1063	Wealthspire Advisors (Maryland) Potomac, Maryland	$202K	+$34.7K	10	0.03%	Increased
1064	CMT Capital Markets Trading Frankfurt, Germany	$201K	+$195K	1	0.03%	New
1065	BAM Barrett Asset Management New York	$200K	-$5.12K	3	0.02%	Reduced
1066	LCS Levin Capital Strategies New York	$195K	-$258K	1	0%	Reduced
1067	WTB Washington Trust Bank Spokane, Washington	$194K	-$71.8K	2	0.05%	Reduced
1068	Evercore Wealth Management New York	$189K	-$11.4K	5	0.01%	Reduced
1069	QCMC Quantum Capital Management (California) San Francisco, California	$187K	+$23K	1	0.03%	Increased
1070	Quadrant Capital Group Cincinnati, Ohio	$179K	-$73.3K	12	0.12%	Reduced
1071	RA Rational Advisors Huntington, New York	$178K	+$171K	1	0.12%	New
1072	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$173K	+$167K	1	0.04%	New
1073	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$172K	$0	2	0.04%	Maintained
1074	Whittier Trust South Pasadena, California	$172K	-$12	3	0.01%	Reduced
1075	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$166K	+$14.6K	1	0.13%	Increased