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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
1201	ECM Estabrook Capital Management New York	$166K	$0	2	0.03%	Maintained
1202	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$162K	$0	1	0.01%	Maintained
1203	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$158K	+$149K	1	0.07%	New
1204	NFG Next Financial Group Houston, Texas	$158K	-$55.9K	10	0.04%	Reduced
1205	Brown Brothers Harriman & Co New York	$157K	$0	2	0%	Maintained
1206	Steward Partners Investment Advisory New York	$156K	+$92.5K	6	0.02%	Increased
1207	BTIS BB&T Investment Services Charlotte, North Carolina	$155K	+$29.7K	6	0.04%	Increased
1208	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$155K	$0	1	0.09%	Maintained
1209	WA WealthTrust-Arizona Scottsdale, Arizona	$153K	+$45.4K	9	0.08%	Increased
1210	SAA Southeast Asset Advisors Thomasville, Georgia	$149K	$0	1	0.05%	Maintained
1211	CFP Cornerstone Financial Partners Huntersville, North Carolina	$148K	-$4.07M	1	0.06%	Reduced
1212	FMA FNY Managed Accounts New York	$147K	+$58.1K	1	1.48%	Increased
1213	PHK Point72 Hong Kong Hong Kong	$144K	-$345K	5	0.15%	Reduced
1214	PCP Proficio Capital Partners Newton, Massachusetts	$144K	-$5.34K	8	0.06%	Reduced
1215	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$142K	+$29.4K	8	0.03%	Increased
1216	HR Howe & Rusling Rochester, New York	$141K	-$27.5K	6	0.03%	Reduced
1217	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$135K	$0	1	0.01%	Maintained
1218	DOA D'Orazio & Associates Falls Church, Virginia	$132K	$0	1	0.05%	Maintained
1219	MCM Manchester Capital Management Manchester, Vermont	$132K	$0	3	0.02%	Maintained
1220	LNB Ledyard National Bank	$125K	+$35.2K	4	0.02%	Increased
1221	Fiduciary Trust Boston, Massachusetts	$123K	+$124K	1	0%	New
1222	AGC Alden Global Capital Brandon, Florida	$120K	+$128K	1	0.07%	New
1223	BWP Baldwin Wealth Partners Marion, Massachusetts	$120K	$0	2	0.02%	Maintained
1224	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$114K	-$51.4K	1	0%	Reduced
1225	FFW Fusion Family Wealth Woodbury, New York	$112K	$0	2	0.04%	Maintained