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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
1401	WCM Washington Capital Management Seattle, Washington	$375K	$0	1	0.38%	Maintained
1402	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$374K	-$26K	1	0.19%	Reduced
1403	CF Concorde Financial Dallas, Texas	$374K	-$67.1K	1	0.25%	Reduced
1404	Smithfield Trust Pittsburgh, Pennsylvania	$373K	$0	8	0.03%	Maintained
1405	&Partners Nashville, Tennessee	$372K	-$70.4K	1	0.22%	Reduced
1406	Ashfield Capital Partners San Francisco, California	$370K	$0	1	0.03%	Maintained
1407	Cahill Financial Advisors Edina, Minnesota	$366K	$0	1	0.08%	Maintained
1408	MidWestOne Financial Group Iowa City, Iowa	$365K	$0	1	0.09%	Maintained
1409	CMT Capital Markets Trading Frankfurt, Germany	$363K	+$397K	1	0%	New
1410	Versant Capital Management Phoenix, Arizona	$359K	+$19.1K	14	0.14%	Increased
1411	WBCM Wilson & Boucher Capital Management Moraga, California	$357K	-$28.8K	1	0.42%	Reduced
1412	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$354K	$0	7	0.09%	Maintained
1413	RHAM Round Hill Asset Management Pasadena, California	$354K	$0	1	0.24%	Maintained
1414	Mason Investment Advisory Services Reston, Virginia	$354K	+$78.4K	1	0.04%	Increased
1415	CWA Asset Management Group Naples, Florida	$353K	+$61.8K	1	0.03%	Increased
1416	Warwick Investment Management Bryan, Texas	$350K	$0	1	0.21%	Maintained
1417	CP Covenant Partners Nashville, Tennessee	$348K	$0	1	0.17%	Maintained
1418	CFSG Clark Financial Services Group Chesterfield, Missouri	$346K	+$386K	1	0.36%	New
1419	Brookstone Capital Management Wheaton, Illinois	$345K	+$8.03K	1	0.01%	Increased
1420	HighTower Trust Houston, Texas	$342K	+$376K	1	0.04%	New
1421	BHA Beech Hill Advisors New York	$338K	+$10K	1	0.19%	Increased
1422	CoreCap Advisors Southfield, Michigan	$338K	-$149K	1	0.03%	Reduced
1423	GIM Groesbeck Investment Management Paramus, New Jersey	$337K	$0	1	0.56%	Maintained
1424	JWCA J.W. Cole Advisors Tampa, Florida	$337K	-$19K	1	0.03%	Reduced
1425	NC NinePointTwo Capital Los Angeles, California	$337K	-$107K	1	0.14%	Reduced