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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
1226	IRC Investors Research Corp Atlanta, Georgia	$277K	$0	1	0.16%	Maintained
1227	SM Sciencast Management Princeton, New Jersey	$276K	-$1.71M	1	0.26%	Reduced
1228	BWM BigSur Wealth Management Miami, Florida	$274K	$0	1	0.2%	Maintained
1229	Park Avenue Securities New York	$272K	+$47.8K	1	0.05%	Increased
1230	CA Cambridge Advisors Omaha, Nebraska	$271K	+$27.3K	1	0.1%	Increased
1231	PWA Peterson Wealth Advisors Orem, Utah	$270K	$0	1	0.22%	Maintained
1232	BAM Barrett Asset Management New York	$269K	-$7.1K	1	0.02%	Reduced
1233	MSAM Moloney Securities Asset Management Manchester, Missouri	$267K	-$6.12K	1	0.1%	Reduced
1234	OC Oakworth Capital Birmingham, Alabama	$267K	$0	3	0.06%	Maintained
1235	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$267K	-$259K	1	0.04%	Reduced
1236	VHAM Van Hulzen Asset Management El Dorado Hills, California	$267K	+$280K	1	0.08%	New
1237	WVP Worth Venture Partners Fort Lee, New Jersey	$266K	-$5.45K	1	0.22%	Reduced
1238	SAM Seelaus Asset Management Chatham, New Jersey	$265K	-$256K	1	0.23%	Reduced
1239	AAP Ardsley Advisory Partners Stamford, Connecticut	$263K	+$270K	1	0.04%	New
1240	SI SCP Investment Orinda, California	$263K	+$270K	1	0.13%	New
1241	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$262K	$0	4	0.13%	Maintained
1242	Quadrant Capital Group Cincinnati, Ohio	$261K	-$19.5K	14	0.09%	Reduced
1243	RHAM Round Hill Asset Management Pasadena, California	$259K	-$16.4K	1	0.16%	Reduced
1244	FEG Financial Enhancement Group Anderson, Indiana	$258K	+$27.5K	1	0.09%	Increased
1245	KCM Kendall Capital Management Rockville, Maryland	$257K	+$43.4K	1	0.23%	Increased
1246	TCM Telos Capital Management San Diego, California	$257K	+$2.08K	1	0.09%	Increased
1247	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$256K	$0	1	0.15%	Maintained
1248	Markel Group Glen Allen, Virginia	$252K	+$266K	1	0%	New
1249	Merit Financial Group Alpharetta, Georgia	$249K	$0	1	0.04%	Maintained
1250	CFA Carroll Financial Associates Charlotte, North Carolina	$248K	-$2.87K	4	0.03%	Reduced