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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
1601	MAM Marotta Asset Management Charlottesville, Virginia	$352K	$0	1	0.08%	Maintained
1602	EWA Evolution Wealth Advisors Aventura, Florida	$349K	$0	1	0.08%	Maintained
1603	SSG Summit Securities Group New York	$347K	-$164K	2	0.04%	Reduced
1604	UH Unigestion Holding Geneva, Switzerland	$346K	-$667K	1	0.02%	Reduced
1605	MassMutual Private Wealth & Trust Windsor, Connecticut	$345K	+$1.34K	17	0.01%	Increased
1606	Waverly Advisors Birmingham, Alabama	$344K	$0	1	0.02%	Maintained
1607	AIC Archer Investment Corporation Carmel, Indiana	$340K	$0	2	0.12%	Maintained
1608	AA Alta Advisers London, United Kingdom	$338K	+$124K	3	0.2%	Increased
1609	SSA South Street Advisors New York	$337K	$0	1	0.07%	Maintained
1610	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$334K	$0	1	0.25%	Maintained
1611	CFO CVA Family Office Denver, Colorado	$334K	-$368K	1	0.08%	Reduced
1612	PM Phraction Management Colchester, Connecticut	$334K	+$356K	1	0.16%	New
1613	HCP Hexagon Capital Partners Rogers, Arkansas	$332K	+$101K	12	0.09%	Increased
1614	DC Diametric Capital Boston, Massachusetts	$330K	+$356K	1	0.14%	New
1615	OA Operose Advisors Milwaukee, Wisconsin	$329K	+$35.2K	2	0.13%	Increased
1616	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$327K	+$3.94K	16	0.03%	Increased
1617	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$326K	+$347K	1	0.05%	New
1618	RWPA Richard W. Paul & Associates Novi, Michigan	$325K	+$350K	2	0.15%	New
1619	Smith Salley Wealth Management Greensboro, North Carolina	$325K	-$478	1	0.02%	Reduced
1620	AF Advisornet Financial Minnetonka, Minnesota	$325K	-$70.4K	18	0.03%	Reduced
1621	PWG Portside Wealth Group Provo, Utah	$324K	-$229K	1	0.06%	Reduced
1622	SFO Stokes Family Office New Orleans, Louisiana	$323K	-$207K	1	0.04%	Reduced
1623	Cannell & Spears New York	$322K	$0	1	0.03%	Maintained
1624	IF Ironwood Financial Tucson, Arizona	$322K	-$17.4K	1	0.09%	Reduced
1625	HPM Hudson Portfolio Management Garrison, New York	$321K	+$96.5K	1	0.37%	Increased