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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	CF Copperwynd Financial Scottsdale, Arizona	$601K	-$25.3K	1	0.28%	Reduced
1452	Mesirow Financial Investment Management Chicago, Illinois	$600K	+$261K	2	2.61%	Increased
1453	NorthRock Partners Minneapolis, Minnesota	$598K	+$61K	2	0.06%	Increased
1454	PWAM Park West Asset Management San Francisco, California	$594K	+$621K	1	0.05%	New
1455	Smithfield Trust Pittsburgh, Pennsylvania	$593K	+$191K	8	0.04%	Increased
1456	CD Chapin Davis Baltimore, Maryland	$588K	-$2.52M	1	0.28%	Reduced
1457	TCA Transcend Capital Advisors Madison, New Jersey	$584K	-$6.14K	1	0.06%	Reduced
1458	KFS Kaizen Financial Strategies Campbell, California	$583K	-$39.1K	1	0.49%	Reduced
1459	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$581K	-$16.2K	1	0.19%	Reduced
1460	KCM Kathmere Capital Management Wayne, Pennsylvania	$579K	+$329K	2	0.09%	Increased
1461	Meridian Wealth Management Lexington, Kentucky	$578K	-$25.4K	1	0.04%	Reduced
1462	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$577K	$0	2	0.05%	Maintained
1463	EWM Evermay Wealth Management Arlington, Virginia	$574K	$0	4	0.12%	Maintained
1464	NEOS Investment Management Westport, Connecticut	$574K	+$630K	2	0.07%	New
1465	IPW Impact Partnership Wealth Marietta, Georgia	$573K	-$1.37M	6	0.18%	Reduced
1466	MVP Miller Value Partners Sarasota, Florida	$573K	-$5.16M	1	0.36%	Reduced
1467	CP Castleview Partners Dallas, Texas	$572K	+$99K	6	0.53%	Increased
1468	SIM Sentry Investment Management Stevens Point, Wisconsin	$564K	-$86.1K	4	0.27%	Reduced
1469	OC Oakworth Capital Birmingham, Alabama	$562K	-$6.01K	2	0.05%	Reduced
1470	FFA First Foundation Advisors Irvine, California	$561K	-$57.2K	1	0.03%	Reduced
1471	BC Bridgefront Capital Austin, Texas	$559K	-$1.23M	1	0.39%	Reduced
1472	CFGS Concourse Financial Group Securities Birmingham, Alabama	$555K	-$30.3K	12	0.04%	Reduced
1473	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$555K	+$15.1K	1	0.08%	Increased
1474	LCS Levin Capital Strategies New York	$554K	-$450K	3	0.07%	Reduced
1475	GC Guidance Capital Lousville, Kentucky	$552K	+$30.4K	2	0.25%	Increased