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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	SCM SKBA Capital Management San Francisco, California	$282K	-$9.12K	1	0.05%	Reduced
1227	WCM Windward Capital Management Los Angeles, California	$282K	-$5.8K	1	0.04%	Reduced
1228	RHAM Round Hill Asset Management Pasadena, California	$279K	$0	1	0.16%	Maintained
1229	Banco Santander Madrid, Spain	$278K	+$274K	1	0%	New
1230	Raymond James Trust St. Petersburg, Florida	$278K	$0	1	0.02%	Maintained
1231	FEG Financial Enhancement Group Anderson, Indiana	$276K	-$6.38K	2	0.08%	Reduced
1232	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$276K	-$29.6K	1	0.13%	Reduced
1233	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$270K	+$3.89K	1	0.02%	Increased
1234	SIC Schwartz Investment Counsel Plymouth, Michigan	$269K	$0	1	0.01%	Maintained
1235	Alpha Cubed Investments Irvine, California	$267K	+$284K	1	0.03%	New
1236	CP Covenant Partners Nashville, Tennessee	$267K	$0	1	0.14%	Maintained
1237	Gofen & Glossberg Chicago, Illinois	$267K	+$274K	1	0.01%	New
1238	MCM Maryland Capital Management Towson, Maryland	$261K	-$49.9K	1	0.03%	Reduced
1239	SIM SSI Investment Management Los Angeles, California	$261K	-$1.2K	1	0.02%	Reduced
1240	OC Oakworth Capital Birmingham, Alabama	$259K	+$5.92K	4	0.05%	Increased
1241	ER Enlightenment Research Miami, Florida	$258K	-$62.8K	1	0.13%	Reduced
1242	SLF Sun Life Financial Toronto, Ontario, Canada	$257K	-$32.4K	4	0.06%	Reduced
1243	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$255K	$0	1	0.21%	Maintained
1244	Summit Trail Advisors New York	$254K	-$7.07K	1	0.11%	Reduced
1245	BP BBR Partners New York	$253K	$0	1	0.04%	Maintained
1246	Global Retirement Partners San Rafael, California	$253K	+$205K	7	0.05%	Increased
1247	Harvest Fund Management Beijing, China	$251K	+$16.7K	5	0.03%	Increased
1248	CA Cambridge Advisors Omaha, Nebraska	$247K	-$15.1K	1	0.08%	Reduced
1249	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$246K	-$4.34K	2	0.12%	Reduced
1250	Johnson Investment Counsel Cincinnati, Ohio	$244K	-$83.4K	1	0.01%	Reduced