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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
1126	CAPTRUST Financial Advisors Raleigh, North Carolina	$539K	+$483K	9	0.03%	Increased
1127	MIM Marco Investment Management Atlanta, Georgia	$536K	-$857K	1	0.08%	Reduced
1128	RIM Rampart Investment Management Hartford, Connecticut	$536K	+$27K	3	0.21%	Increased
1129	SC Sawyer & Company Boston, Massachusetts	$531K	+$509K	1	0.35%	New
1130	II Ibex Investors Denver, Colorado	$530K	+$488K	2	0.31%	New
1131	NCM Narwhal Capital Management Marietta, Georgia	$529K	$0	1	0.12%	Maintained
1132	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$529K	+$490K	1	0.04%	New
1133	PP Prospector Partners Guilford, Connecticut	$525K	$0	1	0.08%	Maintained
1134	BFC Blue Fin Capital Warren, Rhode Island	$521K	$0	1	0.3%	Maintained
1135	EWM Edge Wealth Management New York	$520K	+$355K	1	0.15%	Increased
1136	FA Fagan Associates Troy, New York	$515K	-$16.8K	1	0.21%	Reduced
1137	Vident Investment Advisory Alpharetta, Georgia	$498K	-$974K	1	0.02%	Reduced
1138	IFS Ifrah Financial Services Little Rock, Arkansas	$491K	+$8.71K	1	0.18%	Increased
1139	Sigma Planning Corp Ann Arbor, Michigan	$489K	+$220K	2	0.04%	Increased
1140	PP Professional Planning Thousand Oaks, California	$482K	+$447K	1	0.88%	New
1141	Cetera Advisors Denver, Colorado	$475K	-$26.5K	1	0.03%	Reduced
1142	First National Trust Hermitage, Pennsylvania	$474K	-$44.5K	1	0.05%	Reduced
1143	IAM Integre Asset Management New York	$474K	$0	1	0.28%	Maintained
1144	SMC Smith, Moore & Co Clayton, Missouri	$473K	$0	2	0.13%	Maintained
1145	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$472K	-$1.58K	1	0.05%	Reduced
1146	VCM Versant Capital Management Phoenix, Arizona	$470K	+$9.59K	12	0.19%	Increased
1147	HC Hourglass Capital Houston, Texas	$469K	$0	1	0.11%	Maintained
1148	IRF IBM Retirement Fund Armonk, New York	$469K	+$153K	1	0.08%	Increased
1149	KFA Kelleher Financial Advisors New York	$465K	-$35.1K	2	0.73%	Reduced
1150	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$461K	$0	1	0.31%	Maintained