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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
1551	AAM Austin Asset Management Austin, Texas	$298K	$0	1	0.11%	Maintained
1552	GC Gilbert & Cook West Des Moines, Iowa	$297K	-$18.3K	1	0.05%	Reduced
1553	BAM Boyar Asset Management New York	$296K	$0	1	0.24%	Maintained
1554	Caption Management Oklahoma City, Oklahoma	$295K	-$414K	1	0%	Reduced
1555	FCAG First Capital Advisors Group Little Silver, New Jersey	$294K	-$10.6K	1	0.2%	Reduced
1556	Meridian Wealth Management Lexington, Kentucky	$294K	-$40.1K	1	0.03%	Reduced
1557	FWA FSM Wealth Advisors Cleveland, Ohio	$292K	+$262K	1	0.21%	New
1558	SCM Stonehearth Capital Management Danvers, Massachusetts	$292K	+$3.13K	1	0.16%	Increased
1559	SRSA S.R. Schill & Associates Mercer Island, Washington	$291K	+$268K	1	0.15%	New
1560	KIA KLR Investment Advisors Providence, Rhode Island	$291K	+$301K	1	0.24%	New
1561	Waldron Private Wealth Bridgeville, Pennsylvania	$291K	$0	1	0.02%	Maintained
1562	SIM SSI Investment Management Los Angeles, California	$291K	$0	1	0.02%	Maintained
1563	IHT Wealth Management Chicago, Illinois	$291K	$0	1	0.02%	Maintained
1564	Pzena Investment Management New York	$291K	+$277K	1	0%	New
1565	ECA Elevated Capital Advisors Sandy, Utah	$290K	+$267K	1	0.11%	New
1566	VU Vanderbilt University Nashville, Tennessee	$290K	-$69.2K	1	0.07%	Reduced
1567	AMR Asset Management Resources Hyannis, Massachusetts	$290K	-$16.6K	1	0.2%	Reduced
1568	SAM Seelaus Asset Management Chatham, New Jersey	$289K	$0	1	0.22%	Maintained
1569	Mesirow Financial Investment Management Chicago, Illinois	$288K	$0	1	1.21%	Maintained
1570	PPC Park Place Capital Homewood, Alabama	$287K	+$260K	3	0.08%	New
1571	AM Atwater Malick Lancaster, Pennsylvania	$286K	+$273K	1	0.14%	New
1572	Impax Asset Management Group London, United Kingdom	$281K	$0	1	0%	Maintained
1573	TFA Transamerica Financial Advisors St. Petersburg, Florida	$280K	+$20.4K	6	0.04%	Increased
1574	QPW Quantum Private Wealth Tampa, Florida	$280K	+$58	1	0.18%	Increased
1575	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$279K	$0	1	0.15%	Maintained