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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	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$277K	$0	1	0.21%	Maintained
1527	JCM J2 Capital Management Troy, Michigan	$276K	-$202K	1	0.42%	Reduced
1528	BFO Boston Family Office Boston, Massachusetts	$274K	$0	1	0.02%	Maintained
1529	EL EMFO LLC Weston, Florida	$274K	+$292K	2	0.28%	New
1530	FIM Fruth Investment Management Houston, Texas	$273K	$0	1	0.07%	Maintained
1531	GC Gilbert & Cook West Des Moines, Iowa	$273K	+$30.3K	1	0.05%	Increased
1532	Financial Engines Advisors Santa Clara, California	$271K	+$1.2K	1	0%	Increased
1533	FCAG First Capital Advisors Group Little Silver, New Jersey	$269K	+$285K	1	0.18%	New
1534	Exencial Wealth Advisors Oklahoma City, Oklahoma	$268K	+$85.2K	1	0.02%	Increased
1535	HBT Heartland Bank & Trust Bloomington, Illinois	$268K	+$8.36K	1	0.24%	Increased
1536	CFG Cooper Financial Group Irvine, California	$267K	-$331K	1	0.1%	Reduced
1537	OWA Opal Wealth Advisors Jericho, New York	$266K	+$289K	1	0.18%	New
1538	BWG Beta Wealth Group San Diego, California	$265K	+$21.1K	1	0.18%	Increased
1539	GTAM Global Trust Asset Management West Palm Beach, Florida	$265K	-$389K	2	0.13%	Reduced
1540	KCM Kawa Capital Management Hallandale Beach, Florida	$265K	$0	1	1.24%	Maintained
1541	NICM Neo Ivy Capital Management New York	$264K	-$1.97M	3	0.71%	Reduced
1542	NCA New Century Advisors Chevy Chase, Maryland	$264K	-$762K	2	0.3%	Reduced
1543	Pzena Investment Management New York	$264K	$0	1	0%	Maintained
1544	WMP Wealth Management Partners Tucson, Arizona	$264K	+$71.6K	1	0.23%	Increased
1545	BAM Boyar Asset Management New York	$263K	-$8.54K	1	0.22%	Reduced
1546	AMR Asset Management Resources Hyannis, Massachusetts	$262K	+$14K	1	0.22%	Increased
1547	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$262K	-$388K	1	0.02%	Reduced
1548	ONSWM Old North State Wealth Management Wilmington, North Carolina	$262K	+$66K	1	0.3%	Increased
1549	Dai-ichi Life Insurance Company Tokyo, Japan	$259K	-$1.76M	1	0.01%	Reduced
1550	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$259K	+$41K	1	0.02%	Increased