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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
1301	MCM Manchester Capital Management Manchester, Vermont	$136K	$0	4	0.02%	Maintained
1302	APA American Portfolios Advisors Holbrook, New York	$135K	+$16K	7	0.02%	Increased
1303	CAC Certified Advisory Corp Altamonte Springs, Florida	$122K	+$7.62K	2	0.06%	Increased
1304	MM Midas Management New York	$121K	$0	1	0.05%	Maintained
1305	DBT Dubuque Bank & Trust Dubuque, Iowa	$120K	$0	6	0.02%	Maintained
1306	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$119K	+$12K	7	0.02%	Increased
1307	AWM AllSquare Wealth Management Albany, New York	$113K	-$36.3K	2	0.08%	Reduced
1308	VIA Vantage Investment Advisors State College, Pennsylvania	$111K	$0	3	0.02%	Maintained
1309	Bessemer Group Woodbridge, New Jersey	$109K	+$57.3K	5	0%	Increased
1310	MIM Macroview Investment Management Bethesda, Maryland	$109K	+$3.85K	2	0.34%	Increased
1311	ECM Elgethun Capital Management Sioux Falls, South Dakota	$108K	$0	1	0.07%	Maintained
1312	LNB Ledyard National Bank	$105K	$0	4	0.01%	Maintained
1313	FFW Fusion Family Wealth Woodbury, New York	$103K	$0	2	0.03%	Maintained
1314	Avantax Planning Partners Dubuque, Iowa	$102K	+$111K	12	0.01%	New
1315	BWP Baldwin Wealth Partners Marion, Massachusetts	$102K	$0	2	0.01%	Maintained
1316	TG TLP Group Evanston, Illinois	$102K	-$109K	2	0.16%	Reduced
1317	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$99K	-$7.15K	1	0.08%	Reduced
1318	ICM Ionic Capital Management New York	$99K	-$18.1K	1	0.01%	Reduced
1319	PWAG Polaris Wealth Advisory Group San Rafael, California	$99K	+$110K	1	0.01%	New
1320	WA WealthTrust-Arizona Scottsdale, Arizona	$99K	+$2.77K	13	0.05%	Increased
1321	GLI Guardian Life Insurance New York	$98K	+$5.13K	4	0.02%	Increased
1322	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$97K	+$98.2K	1	0.01%	New
1323	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$92K	+$260	1	0.06%	Increased
1324	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$91K	-$60K	2	0%	Reduced
1325	FPFS First Personal Financial Services Charlotte, North Carolina	$87K	+$9.08K	4	0.03%	Increased