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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
1376	CI Cigna Investments Bloomfield, Connecticut	$504K	-$458K	2	0.1%	Reduced
1377	CoreCap Advisors Southfield, Michigan	$502K	+$534K	9	0.04%	New
1378	BA Birinyi Associates Westport, Connecticut	$501K	-$213K	1	0.23%	Reduced
1379	PCG Private Capital Group West Hartford, Connecticut	$501K	-$41.4K	14	0.38%	Reduced
1380	MC Moors & Cabot Boston, Massachusetts	$493K	-$157K	1	0.04%	Reduced
1381	Jefferies Group New York	$493K	+$514K	2	0%	Increased
1382	HCM Hollencrest Capital Management Newport Beach, California	$492K	$0	3	0.06%	Maintained
1383	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$491K	$0	1	0.09%	Maintained
1384	WE Wealth Effects Boston, Massachusetts	$489K	-$3.24K	1	0.29%	Reduced
1385	LTI Laffer Tengler Investments Nashville, Tennessee	$487K	$0	2	0.17%	Maintained
1386	Valeo Financial Advisors Carmel, Indiana	$482K	+$17.2K	1	0.03%	Increased
1387	LCS Levin Capital Strategies New York	$481K	+$138K	2	0.06%	Increased
1388	CCM Chiron Capital Management Tallahassee, Florida	$480K	+$515K	1	0.3%	New
1389	KFS Kaizen Financial Strategies Campbell, California	$479K	-$9.96K	1	0.47%	Reduced
1390	SC Solstein Capital Menlo Park, California	$479K	-$587K	3	0.37%	Reduced
1391	Great Valley Advisor Group Wilmington, Delaware	$476K	$0	1	0.03%	Maintained
1392	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$473K	-$69.5K	5	0.11%	Reduced
1393	BA Ballew Advisors Jackson, Mississippi	$471K	$0	1	0.43%	Maintained
1394	RGF Retirement Guys Formula Maumee, Ohio	$470K	+$118K	1	0.48%	Increased
1395	IIM Ironwood Investment Management Boston, Massachusetts	$468K	+$294	1	0.31%	Increased
1396	Sit Investment Associates Minneapolis, Minnesota	$467K	+$25.9K	1	0.01%	Increased
1397	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$465K	-$314K	1	0.01%	Reduced
1398	LF Lee Financial Dallas, Texas	$464K	-$5.51K	9	0.09%	Reduced
1399	LCM Lattice Capital Management Kirkland, Washington	$459K	+$1.92K	1	0.84%	Increased
1400	VU Vanderbilt University Nashville, Tennessee	$457K	+$488K	1	0.12%	New