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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	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$294K	$0	1	0.25%	Maintained
1302	PCM Proxima Capital Management New York	$292K	-$20.7K	1	0.87%	Reduced
1303	OWIM Old West Investment Management Los Angeles, California	$291K	$0	1	0.11%	Maintained
1304	CAM Cypress Asset Management Houston, Texas	$290K	$0	1	0.1%	Maintained
1305	TWM Tolleson Wealth Management Dallas, Texas	$289K	+$1.33K	1	0.14%	Increased
1306	OC Oakworth Capital Birmingham, Alabama	$288K	$0	2	0.05%	Maintained
1307	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$284K	+$6.33K	2	0.12%	Increased
1308	Prudential plc London, England, United Kingdom	$282K	-$443K	1	0%	Reduced
1309	CA Cambridge Advisors Omaha, Nebraska	$279K	+$45	1	0.09%	Increased
1310	CPO Cerity Partners OCIO New York	$278K	-$79.7K	1	0.01%	Reduced
1311	SMFS Squar Milner Financial Services Irvine, California	$278K	+$88.8K	4	0.14%	Increased
1312	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$277K	+$295K	1	0.02%	New
1313	APW Aurora Private Wealth Rockaway, New Jersey	$276K	+$277K	1	0.1%	New
1314	CCT Country Club Trust Kansas City, Missouri	$275K	-$33.5K	1	0.03%	Reduced
1315	RFG Advisory Birmingham, Alabama	$271K	+$8.16K	1	0.05%	Increased
1316	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$268K	$0	1	0.21%	Maintained
1317	AC Addison Capital Conshohocken, Pennsylvania	$267K	-$55.5K	1	0.18%	Reduced
1318	MSAM Moloney Securities Asset Management Manchester, Missouri	$267K	$0	1	0.08%	Maintained
1319	CC Courier Capital Buffalo, New York	$266K	-$18.9K	1	0.03%	Reduced
1320	COI Connable Office Inc Kalamazoo, Michigan	$265K	$0	1	0.05%	Maintained
1321	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$265K	-$114K	1	0.01%	Reduced
1322	HCA Hyperion Capital Advisors New York	$264K	+$267K	1	0.14%	New
1323	CAAS Capital Asset Advisory Services Williamston, Michigan	$263K	+$227K	2	0.06%	New
1324	VCP Verus Capital Partners Scottsdale, Arizona	$263K	+$258K	5	0.09%	New
1325	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$262K	+$32.2K	1	0.04%	Increased