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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
1451	RHAM Round Hill Asset Management Pasadena, California	$573K	$0	1	0.28%	Maintained
1452	Gamble Jones Investment Counsel Pasadena, California	$572K	+$48.6K	1	0.04%	Increased
1453	IIM Ironwood Investment Management Boston, Massachusetts	$572K	-$14K	1	0.29%	Reduced
1454	Kendall Capital Management Rockville, Maryland	$572K	+$62.8K	1	0.32%	Increased
1455	PMA Prudent Man Advisors Naperville, Illinois	$572K	+$33.1K	1	0.22%	Increased
1456	EWA Encompass Wealth Advisors Portland, Oregon	$571K	+$122K	1	0.14%	Increased
1457	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$570K	$0	1	0.19%	Maintained
1458	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$561K	+$575K	1	0.1%	New
1459	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$557K	-$12.2K	8	0.09%	Reduced
1460	Laffer Tengler Investments Nashville, Tennessee	$556K	-$11.9K	1	0.21%	Reduced
1461	APC Aspire Private Capital Cornelius, North Carolina	$553K	+$127K	2	0.18%	Increased
1462	FUBT First United Bank & Trust Oakland, Maryland	$551K	+$50.2K	1	0.23%	Increased
1463	Busey Bank Urbana, Illinois	$549K	-$146K	1	0.03%	Reduced
1464	Dark Forest Capital Management San Juan, Puerto Rico	$546K	+$586K	10	0.24%	New
1465	SAI Systematic Alpha Investments Princeton, New Jersey	$541K	-$710K	3	0.02%	Reduced
1466	Ironwood Financial Tucson, Arizona	$538K	-$56.6K	1	0.16%	Reduced
1467	OAMG Odey Asset Management Group London, United Kingdom	$538K	$0	1	0.12%	Maintained
1468	Venture Visionary Partners Sylvania, Ohio	$537K	+$26.7K	1	0.04%	Increased
1469	WA WESPAC Advisors Orinda, California	$537K	-$928K	1	1.03%	Reduced
1470	Smithfield Trust Pittsburgh, Pennsylvania	$532K	-$28.2K	8	0.04%	Reduced
1471	HighPoint Advisor Group Downers Grove, Illinois	$530K	+$89.3K	2	0.05%	Increased
1472	Donaldson Capital Management Evansville, Indiana	$528K	$0	1	0.03%	Maintained
1473	CP Covenant Partners Nashville, Tennessee	$527K	$0	1	0.2%	Maintained
1474	LAI Legal Advantage Investments Los Altos Hills, California	$524K	+$543K	2	0.36%	New
1475	Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$524K	-$33.2K	2	0.04%	Reduced