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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
1176	KCM Kendall Capital Management Rockville, Maryland	$368K	+$7.46K	1	0.33%	Increased
1177	MIM Marco Investment Management Atlanta, Georgia	$367K	$0	1	0.07%	Maintained
1178	PK Pflug Koory Omaha, Nebraska	$367K	$0	1	0.28%	Maintained
1179	SC Sawyer & Company Boston, Massachusetts	$358K	-$33.6K	1	0.24%	Reduced
1180	CMANY Capital Management Associates (New York) New York	$357K	$0	1	0.58%	Maintained
1181	CBU CIBC Bank USA Chicago, Illinois	$355K	$0	1	0.05%	Maintained
1182	FDS First Dallas Securities Dallas, Texas	$355K	-$47.6K	1	0.31%	Reduced
1183	EWM Evermay Wealth Management Arlington, Virginia	$354K	$0	1	0.1%	Maintained
1184	OWA Outlook Wealth Advisors Shenandoah, Texas	$353K	+$24.7K	1	0.23%	Increased
1185	NL NVWM LLC Yardley, Pennsylvania	$347K	+$40.9K	2	0.21%	Increased
1186	Homrich & Berg Atlanta, Georgia	$346K	+$14.7K	1	0.02%	Increased
1187	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$345K	+$214K	1	0.01%	Increased
1188	VNA Valley National Advisers Bethlehem, Pennsylvania	$344K	-$73.7K	6	0.09%	Reduced
1189	ZIG Zuckerman Investment Group Chicago, Illinois	$344K	$0	1	0.08%	Maintained
1190	WMG WESCAP Management Group Glendale, California	$340K	-$7.64K	1	0.14%	Reduced
1191	CCG Cypress Capital Group Palm Beach, Florida	$338K	-$7.24K	1	0.07%	Reduced
1192	PCM Proxima Capital Management New York	$338K	$0	1	0.45%	Maintained
1193	BW Biegel & Waller Columbia, Maryland	$337K	$0	1	0.17%	Maintained
1194	Washington Trust Westerly, Rhode Island	$337K	$0	1	0.02%	Maintained
1195	WPP Whalerock Point Partners Providence, Rhode Island	$337K	$0	1	0.19%	Maintained
1196	HPC Hobart Private Capital Charlotte, North Carolina	$333K	+$33.1K	1	0.23%	Increased
1197	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$330K	+$218	1	0.09%	Increased
1198	AAM Azzad Asset Management Falls Church, Virginia	$329K	+$12.8K	1	0.09%	Increased
1199	AGC Angelo Gordon & Co New York	$324K	+$516K	1	0.04%	New
1200	TC Telemus Capital Southfield, Michigan	$324K	+$28.1K	1	0.03%	Increased