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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	HC HNP Capital Rochester, New York	$808K	+$199K	1	0.22%	Increased
1227	SIMG Sonora Investment Management Group Tucson, Arizona	$807K	$0	1	0.08%	Maintained
1228	IIM InTrack Investment Management South Burlington, Vermont	$804K	+$105K	2	0.82%	Increased
1229	TFF The Family Firm Bethesda, Maryland	$801K	+$60.9K	1	0.24%	Increased
1230	OC Oppenheimer & Close New York	$796K	$0	1	0.91%	Maintained
1231	Lockheed Martin Investment Management Bethesda, Maryland	$795K	-$299K	1	0.05%	Reduced
1232	HIA Harbor Investment Advisory Lutherville, Maryland	$791K	-$31.9K	9	0.13%	Reduced
1233	MCC Money Concepts Capital Palm Beach Gardens, Florida	$787K	-$84.8K	6	0.07%	Reduced
1234	Perfromance Wealth Partners Hinsdale, Illinois	$780K	$0	2	0.04%	Maintained
1235	Perigon Wealth Management San Francisco, California	$779K	+$474K	2	0.07%	Increased
1236	FPS Fieldpoint Private Securities Greenwich, Connecticut	$778K	-$178K	13	0.23%	Reduced
1237	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$778K	+$747K	2	0.14%	Increased
1238	SFM Spartan Fund Management Toronto, Ontario, Canada	$776K	$0	1	0.16%	Maintained
1239	Brown Advisory Baltimore, Maryland	$775K	+$26.4K	2	0%	Increased
1240	CWP Curated Wealth Partners El Segundo, California	$772K	+$290K	1	0.23%	Increased
1241	DGAM Desjardins Global Asset Management Montreal, Quebec, Canada	$772K	-$1M	1	0.1%	Reduced
1242	Hantz Financial Services Southfield, Michigan	$771K	+$195K	5	0.03%	Increased
1243	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$770K	+$40.8K	1	0.58%	Increased
1244	UCMOK United Capital Management of KS Salina, Kansas	$769K	+$15.3K	1	0.36%	Increased
1245	VCA Verdence Capital Advisors Hunt Valley, Maryland	$764K	+$169K	2	0.1%	Increased
1246	MGO One Seven Beachwood, Ohio	$762K	+$499K	1	0.11%	Increased
1247	E. Ohman J:or Asset Management Stockholm, Sweden	$761K	+$189K	1	0.03%	Increased
1248	HB Wealth Management Atlanta, Georgia	$760K	+$36.8K	2	0.02%	Increased
1249	PAM Paradigm Asset Management New York	$759K	+$196K	3	0.23%	Increased
1250	TEC Tiger Eye Capital Nashville, Tennessee	$758K	$0	1	0.67%	Maintained