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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
1101	HR Howe & Rusling Rochester, New York	$90K	-$28K	5	0.02%	Reduced
1102	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$85K	$0	1	0.06%	Maintained
1103	WhitTier Trust Company Reno, Nevada	$84K	$0	2	0.01%	Maintained
1104	MUS Mitsubishi UFJ Securities Tokyo, Japan	$83K	+$64.1K	2	0.59%	Increased
1105	CPA Cowen Prime Advisors New York	$73K	$0	2	0.03%	Maintained
1106	CFSG Community Financial Services Group Newport, Vermont	$70K	$0	2	0.03%	Maintained
1107	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$70K	+$76.4K	2	0.05%	New
1108	DAM Delta Asset Management Memphis, Tennessee	$69K	$0	2	0.01%	Maintained
1109	BAM Brave Asset Management Summit, New Jersey	$67K	-$66.3K	4	0.05%	Reduced
1110	ACS Archford Capital Strategies Swansea, Illinois	$66K	+$50.7K	2	0.05%	Increased
1111	TIM Tortoise Investment Management White Plains, New York	$65K	$0	2	0.02%	Maintained
1112	VIA Vantage Investment Advisors State College, Pennsylvania	$63K	+$11.2K	3	0.04%	Increased
1113	IMS Index Management Solutions Philadelphia, Pennsylvania	$59K	+$37.2K	5	0.06%	Increased
1114	Mairs & Power Inc St Paul, Minnesota	$59K	$0	1	0%	Maintained
1115	ED Exane Derivatives Paris, France	$57.3K	-$22.4K	7	0.01%	Reduced
1116	First Horizon Advisors Memphis, Tennessee	$55K	+$22.9K	6	0.01%	Increased
1117	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$46K	+$48.5K	1	0.02%	New
1118	TF Tompkins Financial Ithaca, New York	$46K	+$21.8K	1	0.01%	Increased
1119	DLHL Donald L. Hagan LLC Sarasota, Florida	$45K	+$40K	1	0.04%	New
1120	FPFS First Personal Financial Services Charlotte, North Carolina	$45K	$0	1	0.03%	Maintained
1121	ZB Zions Bancorporation Salt Lake City, Utah	$45K	+$46.6K	5	0.01%	New
1122	JIC Joel Isaacson & Co New York	$43K	$0	1	0.01%	Maintained
1123	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$41K	$0	1	0.04%	Maintained
1124	Allworth Financial Folsom, California	$40K	$0	1	0.01%	Maintained
1125	MassMutual Private Wealth & Trust Windsor, Connecticut	$39.8K	$0	2	0.01%	Maintained