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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
1076	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$41K	+$39.5K	1	0.01%	New
1077	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$41K	+$38.3K	1	0.04%	New
1078	GAM Gemmer Asset Management Walnut Creek, California	$38K	-$6.57K	8	0.03%	Reduced
1079	KPCM Kings Point Capital Management Great Neck, New York	$37K	$0	1	0.01%	Maintained
1080	LNB Ledyard National Bank	$33K	$0	1	0.01%	Maintained
1081	RCG Ruggie Capital Group Tavares, Florida	$26K	+$24K	2	0.02%	New
1082	CHC City Holding Co Charleston, West Virginia	$25K	$0	2	0.01%	Maintained
1083	SSB Sandy Spring Bank Olney, Maryland	$25K	+$12.1K	4	0%	Increased
1084	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$24K	$0	2	0.02%	Maintained
1085	Gradient Investments Arden Hills, Minnesota	$23K	+$2.44K	3	0%	Increased
1086	LFR Lehman Financial Resources Media, Pennsylvania	$22K	$0	2	0.01%	Maintained
1087	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$22K	-$45K	1	0.05%	Reduced
1088	TCOV Trust Company of Vermont Brattleboro, Vermont	$22K	$0	1	0%	Maintained
1089	VAM Visionary Asset Management Houston, Texas	$22K	+$20.6K	1	0.01%	New
1090	ANBT American National Bank & Trust Wichita Falls, Texas	$20K	-$2.63M	2	0.01%	Reduced
1091	VNA Valley National Advisers Bethlehem, Pennsylvania	$19K	+$20K	2	0.01%	New
1092	Brown Brothers Harriman & Co New York	$18K	-$18K	1	0%	Reduced
1093	Colony Group Boston, Massachusetts	$18K	-$10K	3	0%	Reduced
1094	MCM MV Capital Management Bethesda, Maryland	$18K	+$17.4K	3	0.01%	New
1095	Waverly Advisors Birmingham, Alabama	$18K	-$4K	1	0.01%	Reduced
1096	WhitTier Trust Company Reno, Nevada	$17K	$0	1	0%	Maintained
1097	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$15K	+$4.98K	7	0.01%	Increased
1098	HCM Herndon Capital Management Atlanta, Georgia	$15K	+$14.7K	2	0%	New
1099	PSI Pinnacle Summer Investments Fairfax, Virginia	$15K	$0	3	0%	Maintained
1100	HI Hudock Inc Williamsport, Pennsylvania	$14K	$0	1	0.01%	Maintained