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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	Stonehage Fleming Financial Services St. Helier, Jersey	$246K	$0	1	0.01%	Maintained
1302	ECM Ensemble Capital Management San Francisco, California	$245K	+$232K	1	0.03%	New
1303	FAIM Financial Advocates Investment Management Olympia, Washington	$242K	+$224K	1	0.03%	New
1304	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$241K	-$69.2K	1	0.11%	Reduced
1305	Moneta Group Investment Advisors St Louis, Missouri	$241K	-$415K	1	0.02%	Reduced
1306	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$240K	+$838	3	0.05%	Increased
1307	SA Sicart Associates New York	$238K	+$214K	1	0.08%	New
1308	IC Intersect Capital San Ramon, California	$235K	+$4.77K	1	0.09%	Increased
1309	LC LCNB Corp Lebanon, Ohio	$235K	$0	1	0.15%	Maintained
1310	B Bellecapital Zurich, Switzerland	$234K	+$213K	1	0.14%	New
1311	OWA One Wealth Advisors San Francisco, California	$234K	-$16.9K	1	0.2%	Reduced
1312	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$231K	+$208K	1	0.03%	New
1313	EWA Evolution Wealth Advisors Aventura, Florida	$230K	+$59.6K	3	0.11%	Increased
1314	CC Caxton Corporation Princeton, New Jersey	$229K	+$207K	1	0.26%	New
1315	SAM Symphony Asset Management San Francisco, California	$228K	+$202K	1	0.05%	New
1316	VCA Verdence Capital Advisors Hunt Valley, Maryland	$228K	+$16.2K	1	0.06%	Increased
1317	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$227K	$0	1	0.26%	Maintained
1318	Fayez Sarofim & Co Houston, Texas	$226K	$0	1	0%	Maintained
1319	GBT Grove Bank & Trust Miami, Florida	$226K	+$204K	1	0.07%	New
1320	EP Wealth Advisors Torrance, California	$224K	+$203K	1	0.01%	New
1321	HCA Harbour Capital Advisors Tysons Corner, Virginia	$224K	-$18.4K	1	0.09%	Reduced
1322	RG Renaissance Group Covington, Kentucky	$224K	-$3.13K	1	0.01%	Reduced
1323	S SimplyRich Carlsbad, California	$224K	+$205K	1	0.12%	New
1324	GJIC Gamble Jones Investment Counsel Pasadena, California	$223K	$0	1	0.02%	Maintained
1325	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$219K	+$7.78K	4	0.1%	Increased