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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
1326	TFS TrustCore Financial Services Brentwood, Tennessee	$142K	$0	2	0.03%	Maintained
1327	ZB Zions Bancorporation Salt Lake City, Utah	$142K	+$20K	7	0.02%	Increased
1328	FHA Flagship Harbor Advisors Boston, Massachusetts	$141K	-$36.8K	5	0.03%	Reduced
1329	HCM Highlander Capital Management Short Hills, New Jersey	$141K	-$153K	4	0.09%	Reduced
1330	Cresset Asset Management Chicago, Illinois	$136K	-$255K	1	0%	Reduced
1331	ZIM ZPR Investment Management Orange City, Florida	$128K	+$138K	1	0.26%	New
1332	FWM Focused Wealth Management Newburgh, New York	$126K	-$25K	2	0.03%	Reduced
1333	Mairs & Power Inc St Paul, Minnesota	$126K	$0	1	0%	Maintained
1334	LC Lindbrook Capital Calabasas, California	$125K	-$7.44K	11	0.05%	Reduced
1335	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$119K	-$5.15K	2	0.01%	Reduced
1336	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$118K	$0	1	0.03%	Maintained
1337	SSB Sandy Spring Bank Olney, Maryland	$115K	+$33.6K	4	0.01%	Increased
1338	FPFS First Personal Financial Services Charlotte, North Carolina	$110K	+$17.9K	5	0.03%	Increased
1339	TC Truvestments Capital Sarasota, Florida	$109K	-$6.48K	2	0.07%	Reduced
1340	PCA Providence Capital Advisors Charlotte, North Carolina	$108K	$0	1	0.06%	Maintained
1341	GLI Guardian Life Insurance New York	$105K	+$487	3	0.01%	Increased
1342	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$102K	+$101K	1	0.02%	New
1343	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$98K	+$87K	3	0.1%	Increased
1344	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$95K	+$310	1	0.06%	Increased
1345	APC Aspire Private Capital Cornelius, North Carolina	$94K	+$14K	1	0.04%	Increased
1346	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$94K	+$69.6K	4	0.04%	Increased
1347	SCM Silvant Capital Management Atlanta, Georgia	$90K	$0	1	0.02%	Maintained
1348	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$85K	$0	2	0.03%	Maintained
1349	BCA Berman Capital Advisors Atlanta, Georgia	$84K	+$14K	11	0.03%	Increased
1350	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$80K	+$37.1K	9	0.01%	Increased