← All themes Housing & Home Improvement

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
1376	MCM Manchester Capital Management Manchester, Vermont	$181K	$0	3	0.02%	Maintained
1377	VCM Vigilant Capital Management Portland, Maine	$178K	+$149K	1	0.02%	New
1378	CFD Creative Financial Designs Kokomo, Indiana	$177K	+$146K	4	0.05%	Increased
1379	SFSIG San Francisco Sentry Investment Group San Francisco, California	$177K	-$85.9K	2	0.09%	Reduced
1380	CAAS Capital Asset Advisory Services Williamston, Michigan	$173K	+$125K	1	0.04%	New
1381	FA Fortis Advisors Wayne, Pennsylvania	$173K	-$446K	2	0.17%	Reduced
1382	JCM Jacobi Capital Management Pittston, Pennsylvania	$165K	-$23.7K	8	0.03%	Reduced
1383	BCM Beddow Capital Management Jackson, Wyoming	$161K	+$24.4K	1	0.14%	Increased
1384	EWA Evolution Wealth Advisors Aventura, Florida	$160K	+$6.25K	1	0.05%	Increased
1385	FHA Flagship Harbor Advisors Boston, Massachusetts	$157K	-$24.1K	10	0.02%	Reduced
1386	HCM Highlander Capital Management Short Hills, New Jersey	$154K	$0	3	0.1%	Maintained
1387	MVM McClain Value Management New Canaan, Connecticut	$153K	+$122K	1	0.3%	New
1388	TCOV Trust Company of Vermont Brattleboro, Vermont	$150K	-$58.6K	2	0.01%	Reduced
1389	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$147K	+$5.7K	3	0.05%	Increased
1390	CAC Certified Advisory Corp Altamonte Springs, Florida	$146K	+$10.6K	1	0.05%	Increased
1391	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$144K	+$40.2K	1	0.13%	Increased
1392	MCF Advisors Covington, Kentucky	$144K	-$937K	2	0.02%	Reduced
1393	Copeland Capital Management Conshohocken, Pennsylvania	$143K	+$125K	2	0.01%	New
1394	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$141K	+$65.2K	2	0%	Increased
1395	WhitTier Trust Company Reno, Nevada	$141K	-$17.1K	4	0.01%	Reduced
1396	MIM Macroview Investment Management Bethesda, Maryland	$140K	$0	1	0.3%	Maintained
1397	FBT First Bank & Trust Brookings, South Dakota	$139K	+$73.8K	1	0.1%	Increased
1398	Aequim Alternative Investments Mill Valley, California	$138K	+$151K	1	0.02%	New
1399	CA Centerpoint Advisors Needham, Massachusetts	$138K	$0	1	0.11%	Maintained
1400	PCM Proxima Capital Management New York	$138K	$0	1	0.69%	Maintained