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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	JA JOYN Advisors Atlanta, Georgia	$633K	+$583K	2	0.13%	New
1102	PPCM Pillar Pacific Capital Management Pacifica, California	$632K	+$1.55K	1	0.08%	Increased
1103	Brown Brothers Harriman & Co New York	$631K	+$425K	8	0%	Increased
1104	IH IFC Holdings Tampa, Florida	$626K	+$582K	2	0.04%	New
1105	Loomis, Sayles & Company Boston, Massachusetts	$620K	$0	1	0%	Maintained
1106	RCM Radnor Capital Management Wayne, Pennsylvania	$618K	+$14.9K	1	0.2%	Increased
1107	WVP Worth Venture Partners Fort Lee, New Jersey	$617K	-$56.1K	1	0.68%	Reduced
1108	BHA Beech Hill Advisors New York	$614K	-$6.32K	1	0.3%	Reduced
1109	FTC Farmers Trust Company Youngstown, Ohio	$613K	+$564K	2	0.18%	New
1110	TBA Train Babcock Advisors New York	$611K	+$566K	1	0.27%	New
1111	ZWJ Investment Counsel Atlanta, Georgia	$608K	+$191K	2	0.05%	Increased
1112	IIM Ironwood Investment Management Boston, Massachusetts	$607K	-$2.56K	1	0.43%	Reduced
1113	VFA Voya Financial Advisors Windsor, Connecticut	$606K	+$555K	2	0.04%	New
1114	MGO One Seven Beachwood, Ohio	$589K	+$569K	10	0.27%	New
1115	Kingsview Wealth Management Grants Pass, Oregon	$577K	-$756K	2	0.21%	Reduced
1116	CL CIM LLC Albany, New York	$575K	$0	1	0.23%	Maintained
1117	ICM IMS Capital Management Portland, Oregon	$575K	+$3.25K	1	0.36%	Increased
1118	AAM AR Asset Management West Hollywood, California	$564K	$0	1	0.22%	Maintained
1119	DP Dearborn Partners Chicago, Illinois	$560K	-$55	1	0.04%	Reduced
1120	TCOV Trust Company of Vermont Brattleboro, Vermont	$558K	$0	2	0.05%	Maintained
1121	PAM Private Asset Management San Diego, California	$556K	+$524K	2	0.09%	New
1122	AP Arlington Partners Birmingham, Alabama	$554K	+$528K	1	0.57%	New
1123	CBU CIBC Bank USA Chicago, Illinois	$550K	$0	1	0.07%	Maintained
1124	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$544K	-$675K	1	0.17%	Reduced
1125	RG Renaissance Group Covington, Kentucky	$542K	+$1.47K	1	0.02%	Increased