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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	WP WealthSource Partners San Luis Obispo, California	$383K	-$69.9K	1	0.13%	Reduced
1077	MUFG Americas New York	$381K	+$11.2K	7	0.01%	Increased
1078	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$380K	-$123K	1	0.27%	Reduced
1079	FIG Fortress Investment Group New York	$378K	$0	1	0.01%	Maintained
1080	SC SRB Corp Boston, Massachusetts	$376K	+$162K	2	0.05%	Increased
1081	FI FormulaFolio Investments Grand Rapids, Michigan	$371K	-$2.39M	1	0.03%	Reduced
1082	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$370K	-$279K	1	0.04%	Reduced
1083	Kovitz Investment Group Partners Chicago, Illinois	$369K	+$373K	1	0.02%	New
1084	PP Prospector Partners Guilford, Connecticut	$369K	-$37.3K	1	0.06%	Reduced
1085	SI SII Investments Appleton, Wisconsin	$367K	+$113K	1	0.02%	Increased
1086	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$364K	-$50.9K	1	0.26%	Reduced
1087	CD Carl Domino West Palm Beach, Florida	$363K	$0	1	0.42%	Maintained
1088	PFT Providence First Trust Scottsdale, Arizona	$363K	+$350K	1	0.36%	New
1089	LCM Legato Capital Management San Francisco, California	$361K	+$338K	1	0.15%	Increased
1090	SCM SKBA Capital Management San Francisco, California	$360K	+$31.2K	1	0.05%	Increased
1091	SBA Seven Bridges Advisors New York	$359K	+$348K	2	0.32%	New
1092	HM Payson & Co Portland, Maine	$356K	$0	1	0.02%	Maintained
1093	BFC Blue Fin Capital Warren, Rhode Island	$352K	$0	1	0.23%	Maintained
1094	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$350K	$0	1	0.07%	Maintained
1095	MC Muhlenkamp & Co Wexford, Pennsylvania	$343K	+$324K	1	0.11%	New
1096	SignatureFD Atlanta, Georgia	$343K	-$46.5K	1	0.05%	Reduced
1097	PCA Private Capital Advisors Darien, Connecticut	$341K	+$330K	1	0.11%	New
1098	ZIG Zuckerman Investment Group Chicago, Illinois	$341K	$0	1	0.09%	Maintained
1099	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$340K	$0	1	0.3%	Maintained
1100	Marshall Wace London, United Kingdom	$340K	+$325K	1	0.02%	New