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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	CIA CCM Investment Advisers Columbia, South Carolina	$630K	-$2.29M	1	0.11%	Reduced
1052	Smith Salley Wealth Management Greensboro, North Carolina	$629K	$0	1	0.1%	Maintained
1053	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$626K	-$37.6K	1	0.28%	Reduced
1054	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$622K	-$763K	1	0.05%	Reduced
1055	BWM Biltmore Wealth Management Tempe, Arizona	$620K	+$587K	1	0.33%	New
1056	HVIA Hudson Valley Investment Advisors Goshen, New York	$614K	-$63.1K	1	0.15%	Reduced
1057	ACM AlphaCrest Capital Management New York	$613K	+$311K	1	0.09%	Increased
1058	CCM Coe Capital Management Highland Park, Illinois	$611K	-$88.5K	1	0.71%	Reduced
1059	Quantinno Capital Management New York	$607K	+$300K	2	0.39%	Increased
1060	KPW Kore Private Wealth New York	$606K	+$72.6K	8	0.14%	Increased
1061	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$604K	-$33K	1	0.24%	Reduced
1062	TEE Tibra Equities Europe London, United Kingdom	$604K	+$575K	1	0.06%	New
1063	Chilton Investment Company Stamford, Connecticut	$598K	-$14M	1	0.02%	Reduced
1064	Mariner Independent Advisor Network Overland Park, Kansas	$592K	-$274K	1	0.05%	Reduced
1065	PRC Pearl River Capital Niles, Michigan	$590K	+$533K	3	1.46%	Increased
1066	BOE Bank of Edwardsville Edwardsville, Illinois	$585K	+$553K	1	0.89%	New
1067	MCA Morris Capital Advisors Malvern, Pennsylvania	$585K	-$1.72K	1	0.46%	Reduced
1068	Clifford Swan Investment Counsel Pasadena, California	$583K	-$10.9K	1	0.03%	Reduced
1069	Whittier Trust South Pasadena, California	$581K	+$1.24K	7	0.02%	Increased
1070	TFF The Family Firm Bethesda, Maryland	$579K	+$61.7K	1	0.21%	Increased
1071	AT Arden Trust Wilmington, Delaware	$578K	+$130K	1	0.09%	Increased
1072	SignatureFD Atlanta, Georgia	$576K	+$34.9K	12	0.05%	Increased
1073	EI EAM Investors Solana Beach, California	$574K	+$643K	1	0.14%	New
1074	LCS Levin Capital Strategies New York	$574K	-$27.9K	2	0.06%	Reduced
1075	Independent Advisor Alliance Charlotte, North Carolina	$571K	-$166K	2	0.08%	Reduced