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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	AP Advisors Preferred Rockville, Maryland	$189K	+$163K	1	0.06%	Increased
1302	ARM Adirondack Research & Management Guilderland, New York	$185K	-$99.1K	1	0.13%	Reduced
1303	PCG Private Capital Group West Hartford, Connecticut	$185K	-$147K	12	0.04%	Reduced
1304	SI Sensato Investors San Francisco, California	$183K	-$7.19K	1	0.06%	Reduced
1305	MM Midas Management New York	$182K	$0	1	0.08%	Maintained
1306	JCM Jacobi Capital Management Pittston, Pennsylvania	$180K	$0	10	0.04%	Maintained
1307	AIC Ayalon Insurance Company Ramat Gan, Israel	$174K	$0	1	0.12%	Maintained
1308	SPL Smart Portfolios LLC Seattle, Washington	$169K	-$7K	1	0.15%	Reduced
1309	YMRC Yorktown Management & Research Company Forest, Virginia	$169K	+$184K	1	0.06%	New
1310	KFA Kelleher Financial Advisors New York	$167K	+$158K	1	0.21%	New
1311	RIA Realta Investment Advisors Wilmington, Delaware	$167K	-$73.4K	5	0.05%	Reduced
1312	VCA Verdence Capital Advisors Hunt Valley, Maryland	$167K	-$285K	1	0.05%	Reduced
1313	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$163K	-$74.1K	1	0.06%	Reduced
1314	Brinker Capital Investments Berwyn, Pennsylvania	$162K	+$104K	4	0.01%	Increased
1315	CA Centerpoint Advisors Needham, Massachusetts	$160K	-$354	2	0.13%	Reduced
1316	BCM Beddow Capital Management Jackson, Wyoming	$159K	+$150K	1	0.09%	New
1317	AWA Arete Wealth Advisors Chicago, Illinois	$155K	$0	1	0.03%	Maintained
1318	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$154K	$0	2	0.06%	Maintained
1319	MIM Macroview Investment Management Bethesda, Maryland	$154K	+$9.79K	4	0.4%	Increased
1320	MCM Manchester Capital Management Manchester, Vermont	$154K	$0	4	0.02%	Maintained
1321	CAC Certified Advisory Corp Altamonte Springs, Florida	$148K	+$23.8K	2	0.06%	Increased
1322	EWA Evolution Wealth Advisors Aventura, Florida	$148K	+$5.82K	3	0.06%	Increased
1323	FFG Fortem Financial Group Palm Desert, California	$147K	-$200K	1	0.15%	Reduced
1324	PCP Proficio Capital Partners Newton, Massachusetts	$145K	+$23.2K	11	0.05%	Increased
1325	FL Fort LP Chevy Chase, Maryland	$143K	+$119K	2	0.03%	Increased