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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	Bessemer Group Woodbridge, New Jersey	$201K	+$107K	8	0%	Increased
1227	BW Bison Wealth Atlanta, Georgia	$200K	-$8.73K	1	0.15%	Reduced
1228	FM Foster & Motley Cincinnati, Ohio	$200K	+$210K	1	0.03%	New
1229	SMC Smith, Moore & Co Clayton, Missouri	$199K	-$228K	1	0.05%	Reduced
1230	LPWM Lake Point Wealth Management Rockwall, Texas	$198K	+$208K	2	0.07%	New
1231	SIM Spark Investment Management New York	$196K	+$364K	1	0.01%	New
1232	OC Oakworth Capital Birmingham, Alabama	$193K	$0	2	0.04%	Maintained
1233	CCM Community Capital Management Plantation, Florida	$191K	+$287K	1	0.28%	New
1234	Quadrant Capital Group Cincinnati, Ohio	$189K	-$37K	16	0.05%	Reduced
1235	CF Centaurus Financial Anaheim, California	$181K	-$718K	1	0.04%	Reduced
1236	APA American Portfolios Advisors Holbrook, New York	$181K	+$65.2K	7	0.02%	Increased
1237	SM Sciencast Management Princeton, New Jersey	$180K	-$878K	1	0.16%	Reduced
1238	SI Sensato Investors San Francisco, California	$180K	+$194K	1	0.05%	New
1239	JA JOYN Advisors Atlanta, Georgia	$179K	-$14.4K	12	0.04%	Reduced
1240	EMG ETF Managers Group Summit, New Jersey	$178K	+$26.7K	2	0.01%	Increased
1241	Mesirow Financial Investment Management Chicago, Illinois	$174K	+$262K	1	1.12%	New
1242	PCG Private Capital Group West Hartford, Connecticut	$174K	+$31.3K	12	0.04%	Increased
1243	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$174K	$0	4	0.09%	Maintained
1244	SPL Smart Portfolios LLC Seattle, Washington	$168K	+$8.8K	2	0.13%	Increased
1245	FHA Flagship Harbor Advisors Boston, Massachusetts	$166K	-$63.5K	5	0.04%	Reduced
1246	Sigma Planning Corp Ann Arbor, Michigan	$163K	+$245K	1	0.01%	New
1247	ER Enlightenment Research Miami, Florida	$160K	+$161K	6	0.2%	New
1248	SCM SKBA Capital Management San Francisco, California	$160K	-$92.2K	1	0.03%	Reduced
1249	Advent Capital Management New York	$159K	-$559K	1	0%	Reduced
1250	AF Advisornet Financial Minnetonka, Minnesota	$158K	+$32.4K	5	0.02%	Increased