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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
1501	FCM Fortis Capital Management Bellevue, Washington	$467K	+$165K	1	0.24%	Increased
1502	Bel Air Investment Advisors Los Angeles, California	$466K	-$224K	2	0.01%	Reduced
1503	Mesirow Financial Investment Management Chicago, Illinois	$466K	-$498K	1	1.19%	Reduced
1504	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$464K	+$482K	1	0.16%	New
1505	GA Gateway Advisory Westfield, New Jersey	$463K	+$195K	1	0.1%	Increased
1506	HCP Hexagon Capital Partners Rogers, Arkansas	$463K	+$67.7K	5	0.13%	Increased
1507	CL CPWM LLC Seattle, Washington	$462K	$0	1	0.03%	Maintained
1508	SWM SeaCrest Wealth Management Purchase, New York	$461K	-$14.2K	1	0.06%	Reduced
1509	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$460K	-$24.9K	1	0.2%	Reduced
1510	CAN Claraphi Advisory Network Aliso Viejo, United States	$457K	+$488K	1	0.14%	New
1511	T TRUADVICE Sarasota, Florida	$456K	-$1.78K	1	0.1%	Reduced
1512	Carson Wealth (CWM LLC) Omaha, Nebraska	$454K	$0	12	0%	Maintained
1513	BAM Barrett Asset Management New York	$453K	+$43.3K	3	0.02%	Increased
1514	TC TownSquare Capital Provo, Utah	$452K	+$15.7K	1	0.01%	Increased
1515	HWM Howard Wealth Management Madison, Connecticut	$450K	+$2.41K	1	0.25%	Increased
1516	Perigon Wealth Management San Francisco, California	$449K	-$38.3K	1	0.04%	Reduced
1517	PHS Pekin Hardy Strauss Chicago, Illinois	$448K	-$5.51K	2	0.06%	Reduced
1518	Chicago Partners Investment Group Chicago, Illinois	$447K	-$348K	2	0.03%	Reduced
1519	MIP Marietta Investment Partners Milwaukee, Wisconsin	$447K	-$1.38K	1	0.1%	Reduced
1520	Hills Bank & Trust North Liberty, Iowa	$445K	$0	1	0.07%	Maintained
1521	Arkadios Wealth Advisors Atlanta, Georgia	$443K	+$168K	9	0.05%	Increased
1522	ArrowMark Colorado Holdings Denver, Colorado	$443K	$0	1	0%	Maintained
1523	6M 6 Meridian Wichita, Kansas	$438K	-$19.3K	2	0.03%	Reduced
1524	BWA BDO Wealth Advisors Jacksonville, Florida	$436K	-$3.15K	13	0.05%	Reduced
1525	HCA Harbour Capital Advisors Tysons Corner, Virginia	$436K	+$134K	1	0.12%	Increased