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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	WMG WESCAP Management Group Glendale, California	$321K	$0	1	0.14%	Maintained
1202	ER Enlightenment Research Miami, Florida	$319K	+$144K	1	0.62%	Increased
1203	Homrich & Berg Atlanta, Georgia	$318K	+$301K	1	0.02%	New
1204	LF Lee Financial Dallas, Texas	$318K	$0	4	0.07%	Maintained
1205	FCA FinTrust Capital Advisors Greenville, South Carolina	$317K	-$11.5K	5	0.13%	Reduced
1206	CBU CIBC Bank USA Chicago, Illinois	$315K	-$17.2K	1	0.04%	Reduced
1207	OWA Outlook Wealth Advisors Shenandoah, Texas	$315K	-$211K	1	0.26%	Reduced
1208	MC Moors & Cabot Boston, Massachusetts	$314K	-$182K	1	0.04%	Reduced
1209	NIM NuWave Investment Management Parsippany, New Jersey	$314K	+$212K	2	0.37%	Increased
1210	NL NVWM LLC Yardley, Pennsylvania	$312K	+$297K	2	0.21%	Increased
1211	PCG Private Capital Group West Hartford, Connecticut	$311K	+$104K	10	0.06%	Increased
1212	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$307K	-$190K	1	0.14%	Reduced
1213	SCM SKBA Capital Management San Francisco, California	$307K	+$123K	1	0.05%	Increased
1214	CCG Cypress Capital Group Palm Beach, Florida	$305K	-$55.8K	1	0.06%	Reduced
1215	KCM Kendall Capital Management Rockville, Maryland	$305K	-$4.91K	1	0.29%	Reduced
1216	SAM Serengeti Asset Management New York	$305K	-$622K	1	0.09%	Reduced
1217	ZIG Zuckerman Investment Group Chicago, Illinois	$305K	$0	1	0.07%	Maintained
1218	Wedbush Securities Los Angeles, California	$304K	-$671K	1	0.03%	Reduced
1219	SWM SeaCrest Wealth Management Purchase, New York	$303K	-$80.3K	10	0.05%	Reduced
1220	Gradient Investments Arden Hills, Minnesota	$302K	+$225K	5	0.02%	Increased
1221	CMANY Capital Management Associates (New York) New York	$301K	+$290K	1	0.47%	New
1222	HBK Investments Dallas, Texas	$296K	-$3.76M	1	0%	Reduced
1223	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$295K	$0	1	0.14%	Maintained
1224	Raymond James Trust St. Petersburg, Florida	$294K	$0	1	0.02%	Maintained
1225	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$292K	$0	1	0.08%	Maintained