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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	MC Moors & Cabot Boston, Massachusetts	$475K	-$161K	2	0.07%	Reduced
1052	Everett Harris & Co Los Angeles, California	$470K	+$260K	1	0.01%	Increased
1053	SignatureFD Atlanta, Georgia	$468K	-$285K	12	0.04%	Reduced
1054	Fort Washington Investment Advisors Cincinnati, Ohio	$465K	-$19.2M	2	0.01%	Reduced
1055	LFA Legacy Financial Advisors Covington, Kentucky	$465K	-$175K	5	0.18%	Reduced
1056	AC Addison Capital Conshohocken, Pennsylvania	$463K	-$25.8K	2	0.41%	Reduced
1057	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$462K	+$22.2K	2	0.12%	Increased
1058	AIM Allen Investment Management New York	$456K	$0	1	0.02%	Maintained
1059	BHA Beech Hill Advisors New York	$456K	$0	1	0.28%	Maintained
1060	PP Prospector Partners Guilford, Connecticut	$456K	+$73.6K	1	0.07%	Increased
1061	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$456K	+$426K	1	0.26%	New
1062	Lido Advisors Los Angeles, California	$455K	-$268K	1	0.04%	Reduced
1063	Moneta Group Investment Advisors St Louis, Missouri	$452K	+$430K	1	0.05%	New
1064	ARM Adirondack Research & Management Guilderland, New York	$451K	-$2.5M	1	0.28%	Reduced
1065	First Citizens Bank & Trust Raleigh, North Carolina	$451K	-$307K	2	0.05%	Reduced
1066	OWA Outlook Wealth Advisors Shenandoah, Texas	$451K	+$474K	1	0.21%	New
1067	Banco Santander Madrid, Spain	$446K	-$327K	1	0.01%	Reduced
1068	KPW Kore Private Wealth New York	$441K	+$464K	4	0.12%	New
1069	TFF The Family Firm Bethesda, Maryland	$439K	+$49.9K	1	0.18%	Increased
1070	CPO Cerity Partners OCIO New York	$432K	-$122K	1	0.03%	Reduced
1071	OAMG Odey Asset Management Group London, United Kingdom	$432K	$0	1	0.04%	Maintained
1072	Conning Inc Hartford, Connecticut	$431K	-$20.6K	2	0.01%	Reduced
1073	SGAM Smith Group Asset Management Dallas, Texas	$430K	-$163	1	0.02%	Reduced
1074	BA Birinyi Associates Westport, Connecticut	$426K	-$177K	1	0.21%	Reduced
1075	Pinnacle Associates New York	$426K	-$11K	1	0.01%	Reduced