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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
1251	Bailard Foster City, California	$748K	-$155K	2	0.03%	Reduced
1252	LIM Lagoda Investment Management New York	$748K	+$29.2K	1	0.5%	Increased
1253	ECM EMC Capital Management Houston, Texas	$743K	-$121K	5	0.63%	Reduced
1254	Harbour Investments Madison, Wisconsin	$739K	+$799K	7	0.05%	New
1255	RI Ridgewood Investments Springfield, New Jersey	$739K	+$141K	2	0.58%	Increased
1256	WAM Watershed Asset Management San Francisco, California	$737K	+$76.9K	3	0.91%	Increased
1257	Quadrant Capital Group Cincinnati, Ohio	$734K	+$131K	21	0.1%	Increased
1258	Diversified Trust Memphis, Tennessee	$732K	-$921K	3	0.03%	Reduced
1259	KC Kryger Capital London, United Kingdom	$732K	-$36K	1	0.05%	Reduced
1260	AIC AWM Investment Company New York	$731K	+$944K	1	0.12%	New
1261	FCM Fortis Capital Management Bellevue, Washington	$726K	-$1.6M	1	0.71%	Reduced
1262	OF Outfitter Financial Brunswick, Maine	$725K	+$10.5K	1	0.66%	Increased
1263	PCA Providence Capital Advisors Charlotte, North Carolina	$725K	+$261K	4	0.21%	Increased
1264	GEM Global Endowment Management Charlotte, North Carolina	$724K	-$323K	1	0.06%	Reduced
1265	Mariner Independent Advisor Network Overland Park, Kansas	$721K	-$29.1K	1	0.03%	Reduced
1266	RFN RDA Financial Network Akron, Iowa	$720K	-$27.7K	1	0.36%	Reduced
1267	RWM RKL Wealth Management Lancaster, Pennsylvania	$716K	-$19.3K	1	0.1%	Reduced
1268	AIM Alhambra Investment Management Palmetto Bay, Florida	$713K	+$67K	1	0.52%	Increased
1269	Miracle Mile Advisors Los Angeles, California	$713K	-$22.4K	1	0.03%	Reduced
1270	SIA Strategic Investment Advisors Farmington Hills, Michigan	$712K	-$4.99K	1	0.14%	Reduced
1271	AWM Angeles Wealth Management Santa Monica, California	$709K	-$233K	1	0.14%	Reduced
1272	PM Parametrica Management Wanchai, Hong Kong	$709K	-$2.39M	1	0.77%	Reduced
1273	SCA SMH Capital Advisors Fort Worth, Texas	$707K	+$74.4K	1	0.95%	Increased
1274	BWM BerganKDV Wealth Management Bloomington, Minnesota	$704K	+$40.8K	5	0.08%	Increased
1275	JSL JT Stratford LLC Gainesville, Georgia	$702K	-$1.14M	2	0.22%	Reduced