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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
1526	Aequim Alternative Investments Mill Valley, California	$125K	$0	1	0.02%	Maintained
1527	CPA Cowen Prime Advisors New York	$125K	$0	2	0.06%	Maintained
1528	PCM Proxima Capital Management New York	$125K	$0	1	0.59%	Maintained
1529	DMK David M. Knott	$123K	$0	1	0.07%	Maintained
1530	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$123K	$0	1	0.06%	Maintained
1531	JCA Jade Capital Advisors Essex Fells, New Jersey	$123K	$0	1	0.12%	Maintained
1532	GFPC Global Financial Private Client Sarasota, Florida	$117K	-$889	3	0.1%	Reduced
1533	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$117K	$0	1	0.07%	Maintained
1534	KFA Kelleher Financial Advisors New York	$117K	-$2.83K	1	0.1%	Reduced
1535	Simon Quick Advisors Morristown, New Jersey	$115K	+$30.7K	3	0.03%	Increased
1536	VNA Valley National Advisers Bethlehem, Pennsylvania	$111K	$0	2	0.03%	Maintained
1537	MCM Manchester Capital Management Manchester, Vermont	$109K	-$101K	1	0.02%	Reduced
1538	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$109K	+$8.81K	3	0.06%	Increased
1539	Mairs & Power Inc St Paul, Minnesota	$107K	$0	1	0%	Maintained
1540	BFC Bedel Financial Consulting Indianapolis, Indiana	$103K	+$1.7K	5	0.05%	Increased
1541	DOA D'Orazio & Associates Falls Church, Virginia	$103K	+$20.5K	2	0.04%	Increased
1542	ICM Islay Capital Management Lubbock, Texas	$102K	-$12.6K	1	0.11%	Reduced
1543	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$96K	+$2.11K	1	0.01%	Increased
1544	HWA HCR Wealth Advisors Los Angeles, California	$96K	+$88.6K	1	0.02%	New
1545	EIP Ellis Investment Partners Berwyn, Pennsylvania	$93K	+$275	6	0.03%	Increased
1546	SA SRH Advisors Salina, Kansas	$93K	$0	2	0.18%	Maintained
1547	FNBOSM First National Bank of South Miami South Miami, Florida	$90K	+$84.9K	1	0.09%	New
1548	TIM Tortoise Investment Management White Plains, New York	$90K	-$18.3K	3	0.02%	Reduced
1549	FFW Fusion Family Wealth Woodbury, New York	$88K	$0	1	0.02%	Maintained
1550	UFF USA Financial Formulas Ada, Michigan	$87K	+$73.2K	4	0.07%	Increased