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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
1626	FCI Financial Counselors Inc Overland Park, Kansas	$307K	$0	1	0.01%	Maintained
1627	SMG Spectrum Management Group Indianapolis, Indiana	$306K	+$38.8K	2	0.05%	Increased
1628	Brighton Jones LLC Seattle, Washington	$303K	$0	1	0.02%	Maintained
1629	BRWM B. Riley Wealth Management Memphis, Tennessee	$303K	+$296K	1	0.03%	New
1630	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$302K	-$33.4K	1	0.07%	Reduced
1631	RCM Radnor Capital Management Wayne, Pennsylvania	$302K	+$324K	1	0.1%	New
1632	MAM Marotta Asset Management Charlottesville, Virginia	$302K	$0	1	0.07%	Maintained
1633	GC Gilbert & Cook West Des Moines, Iowa	$300K	+$23.9K	1	0.05%	Increased
1634	MCM Maryland Capital Management Towson, Maryland	$300K	$0	1	0.02%	Maintained
1635	TFA Toth Financial Advisory Leesburg, Virginia	$299K	-$3.18M	6	0.05%	Reduced
1636	SCM Southport Capital Management Chattanooga, Tennessee	$297K	+$7.23K	1	0.07%	Increased
1637	SIM SSI Investment Management Los Angeles, California	$296K	-$751	1	0.02%	Reduced
1638	PP Patron Partners Houston, Texas	$294K	$0	1	0.22%	Maintained
1639	CPA Court Place Advisors Ellicott City, Maryland	$293K	-$28.2K	1	0.09%	Reduced
1640	CCM Conway Capital Management Burbank, California	$292K	$0	2	0.2%	Maintained
1641	GJL Gendell Jeffrey L	$291K	+$331K	1	0.03%	New
1642	BCA Biltmore Capital Advisors Princeton, New Jersey	$289K	$0	1	0.05%	Maintained
1643	MFG MidWestOne Financial Group Iowa City, Iowa	$289K	$0	1	0.07%	Maintained
1644	NI NFC Investments Memphis, Tennessee	$289K	+$282K	1	0.08%	New
1645	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$287K	+$294K	1	0.2%	New
1646	CAM Cacti Asset Management Atlanta, Georgia	$287K	$0	1	0.02%	Maintained
1647	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$280K	-$7.86K	1	0.08%	Reduced
1648	CWM Cornerstone Wealth Management St. Peters, Missouri	$277K	-$11.6K	1	0.03%	Reduced
1649	UFF USA Financial Formulas Ada, Michigan	$274K	+$260K	2	0.23%	Increased
1650	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$273K	+$280K	1	0.01%	New