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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
1351	Trust Asset Management Houston, Texas	$589K	$0	2	0.07%	Maintained
1352	WMS Partners Towson, Maryland	$587K	+$212K	2	0.06%	Increased
1353	Bristlecone Advisors Bellevue, Washington	$584K	-$23K	2	0.07%	Reduced
1354	F1I Fund 1 Investments Rincon, Puerto Rico	$580K	+$537K	1	0.26%	New
1355	IAM Innovis Asset Management Chicago, Illinois	$579K	+$535K	1	0.26%	New
1356	Lee Financial Dallas, Texas	$578K	-$7.6K	7	0.1%	Reduced
1357	Fiduciary Trust Boston, Massachusetts	$574K	$0	2	0.01%	Maintained
1358	Mather Group Chicago, Illinois	$572K	+$189K	1	0.01%	Increased
1359	SAI Systematic Alpha Investments Princeton, New Jersey	$570K	+$223K	2	0.03%	Increased
1360	PIA Powell Investment Advisors Miami, Florida	$569K	$0	1	0.33%	Maintained
1361	CD Chapin Davis Baltimore, Maryland	$568K	+$523K	1	0.33%	New
1362	Stephens Inc Little Rock, Arkansas	$567K	-$45.3K	2	0.01%	Reduced
1363	Delta Investment Management San Francisco, California	$563K	+$19.3K	1	0.18%	Increased
1364	Fund Management at Engine No 1 San Francisco, California	$561K	+$267K	2	0.14%	Increased
1365	WEG World Equity Group Schaumburg, Illinois	$558K	+$53.2K	2	0.13%	Increased
1366	Moneta Group Investment Advisors St Louis, Missouri	$555K	+$108K	2	0.02%	Increased
1367	NorthRock Partners Minneapolis, Minnesota	$553K	+$277K	2	0.06%	Increased
1368	Great Valley Advisor Group Wilmington, Delaware	$549K	$0	1	0.03%	Maintained
1369	Flow Traders U.S. New York	$546K	-$232K	1	0.03%	Reduced
1370	BW Bison Wealth Atlanta, Georgia	$545K	-$16.2K	1	0.17%	Reduced
1371	Clifford Swan Investment Counsel Pasadena, California	$545K	$0	1	0.02%	Maintained
1372	MFS Monetta Financial Services Wheaton, Illinois	$543K	+$502K	1	0.63%	New
1373	Allworth Financial Folsom, California	$542K	-$144K	16	0.01%	Reduced
1374	CVA Family Office Denver, Colorado	$535K	+$30.6K	7	0.13%	Increased
1375	Sequoia Financial Advisors Akron, Ohio	$535K	+$488K	2	0.01%	New