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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	Harvest Fund Management Beijing, China	$363K	+$75.4K	5	0.05%	Increased
1227	LF Lee Financial Dallas, Texas	$363K	$0	4	0.08%	Maintained
1228	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$363K	$0	1	0.16%	Maintained
1229	CG Cynosure Group Salt Lake City, Utah	$362K	-$116K	1	0.2%	Reduced
1230	ZIG Zuckerman Investment Group Chicago, Illinois	$360K	$0	1	0.08%	Maintained
1231	CP Covenant Partners Nashville, Tennessee	$356K	+$27.2K	1	0.19%	Increased
1232	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$356K	-$39K	1	0.01%	Reduced
1233	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$353K	$0	1	0.09%	Maintained
1234	SCM SKBA Capital Management San Francisco, California	$346K	-$8.18K	1	0.06%	Reduced
1235	Brown Brothers Harriman & Co New York	$344K	-$235K	7	0%	Reduced
1236	PCM Proxima Capital Management New York	$338K	$0	1	0.52%	Maintained
1237	CIA CSat Investment Advisory Detroit, Michigan	$335K	+$71.3K	7	0.11%	Increased
1238	WCM Windward Capital Management Los Angeles, California	$334K	-$9.59K	1	0.04%	Reduced
1239	CreativeOne Wealth Overland Park, Kansas	$332K	+$53.7K	1	0.06%	Increased
1240	CFGS Concourse Financial Group Securities Birmingham, Alabama	$330K	-$408K	12	0.08%	Reduced
1241	USAA United Services Automobile Association San Antonio, Texas	$330K	-$90M	1	0%	Reduced
1242	EW Evoke Wealth Los Angeles, California	$327K	+$313K	6	0.04%	New
1243	Johnson Investment Counsel Cincinnati, Ohio	$323K	+$35.6K	1	0.01%	Increased
1244	CPO Cerity Partners OCIO New York	$318K	-$103K	1	0.02%	Reduced
1245	SIM SSI Investment Management Los Angeles, California	$318K	-$191	1	0.02%	Reduced
1246	AC Addison Capital Conshohocken, Pennsylvania	$316K	$0	1	0.22%	Maintained
1247	Merit Financial Group Alpharetta, Georgia	$312K	$0	1	0.03%	Maintained
1248	VNB Virginia National Bank Charlottesville, Virginia	$311K	$0	1	0.25%	Maintained
1249	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$310K	+$26.8K	1	0.02%	Increased
1250	VFA Voya Financial Advisors Windsor, Connecticut	$310K	-$37.1K	1	0.02%	Reduced