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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
1426	VCM Versant Capital Management Phoenix, Arizona	$458K	-$4.77K	15	0.17%	Reduced
1427	ECG Edge Capital Group Atlanta, Georgia	$456K	-$17.3K	2	0.03%	Reduced
1428	WCM Washington Capital Management Seattle, Washington	$455K	$0	1	0.42%	Maintained
1429	CFSG Clark Financial Services Group Chesterfield, Missouri	$455K	+$4.21K	1	0.52%	Increased
1430	EVM Evelyn V. Moreno	$455K	+$415K	2	0.11%	New
1431	SOAMC Spirit of America Management Corp Syosset, New York	$454K	-$209K	1	0.1%	Reduced
1432	LAM Lingohr Asset Management Duesseldorf, Germany	$453K	-$351K	1	1.27%	Reduced
1433	Axxcess Wealth Management Carlsbad, California	$452K	$0	1	0.04%	Maintained
1434	RHAM Round Hill Asset Management Pasadena, California	$451K	$0	1	0.28%	Maintained
1435	NICM Neo Ivy Capital Management New York	$451K	-$110K	2	0.31%	Reduced
1436	ICM Islay Capital Management Lubbock, Texas	$449K	-$762K	1	0.52%	Reduced
1437	Wilmington Savings Fund Society Wilmington, Delaware	$449K	$0	1	0.02%	Maintained
1438	AR Apeiron RIA Dallas, Texas	$449K	$0	1	0.17%	Maintained
1439	Sit Investment Associates Minneapolis, Minnesota	$448K	-$9.27K	1	0.01%	Reduced
1440	Brookstone Capital Management Wheaton, Illinois	$447K	+$33.9K	1	0.01%	Increased
1441	EC EdgeRock Capital Denver, Colorado	$443K	-$68K	1	0.25%	Reduced
1442	Harvest Fund Management Beijing, China	$438K	-$11.1K	7	0.11%	Reduced
1443	GC Gillson Capital Chicago, Illinois	$437K	-$2.57K	1	0.03%	Reduced
1444	TWM Tolleson Wealth Management Dallas, Texas	$437K	$0	1	0.12%	Maintained
1445	NC NewSquare Capital Newtown Square, Pennsylvania	$435K	+$392K	1	0.05%	New
1446	MCM Manchester Capital Management Manchester, Vermont	$435K	-$113K	8	0.06%	Reduced
1447	MC Meteora Capital Boca Raton, Florida	$434K	+$430K	1	0.09%	New
1448	Fulton Bank Lancaster, Pennsylvania	$430K	-$12.2K	1	0.02%	Reduced
1449	Lincoln National Corp Radnor, Pennsylvania	$426K	+$33K	1	0.01%	Increased
1450	MFG MidWestOne Financial Group Iowa City, Iowa	$425K	$0	1	0.1%	Maintained