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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	FCA FinTrust Capital Advisors Greenville, South Carolina	$323K	+$7.01K	3	0.13%	Increased
1202	LF Lee Financial Dallas, Texas	$321K	+$681	4	0.07%	Increased
1203	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$320K	$0	1	0.15%	Maintained
1204	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$320K	+$226K	7	0.05%	Increased
1205	AMM American Money Management Rancho Santa Fe, California	$319K	-$5.64K	1	0.17%	Reduced
1206	SAM Serengeti Asset Management New York	$318K	$0	1	0.08%	Maintained
1207	Guardian Capital (Canada) Toronto, Ontario, Canada	$317K	+$301K	1	0.01%	New
1208	AP Arlington Partners Birmingham, Alabama	$311K	+$270K	1	0.14%	New
1209	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$309K	+$304K	1	0.12%	New
1210	Vestmark Advisory Solutions Wakefield, Massachusetts	$309K	+$50.6K	1	0.05%	Increased
1211	AF Advisornet Financial Minnetonka, Minnesota	$307K	+$181K	10	0.03%	Increased
1212	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$302K	-$141K	2	0.25%	Reduced
1213	PTC Private Trust Company Cleveland, Ohio	$298K	+$1.2K	1	0.06%	Increased
1214	Avantax Advisory Services Dallas, Texas	$297K	-$2.88K	1	0.01%	Reduced
1215	OWIM Old West Investment Management Los Angeles, California	$297K	+$288K	1	0.14%	New
1216	VNB Virginia National Bank Charlottesville, Virginia	$297K	$0	1	0.22%	Maintained
1217	SP Symmetry Partners Glastonbury, Connecticut	$296K	-$63K	1	0.06%	Reduced
1218	SMFS Squar Milner Financial Services Irvine, California	$293K	-$45.1K	4	0.2%	Reduced
1219	Capstone Investment Advisors New York	$292K	+$103K	3	0%	Increased
1220	VFA Voya Financial Advisors Windsor, Connecticut	$290K	-$46K	1	0.02%	Reduced
1221	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$289K	-$57.6K	1	0.07%	Reduced
1222	BAM Barrett Asset Management New York	$288K	$0	1	0.02%	Maintained
1223	AC Addison Capital Conshohocken, Pennsylvania	$286K	-$321K	1	0.2%	Reduced
1224	MUFG Americas New York	$286K	+$41.5K	5	0.01%	Increased
1225	Merit Financial Group Alpharetta, Georgia	$283K	$0	1	0.03%	Maintained