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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	IF Ironwood Financial Tucson, Arizona	$356K	-$50.8K	1	0.09%	Reduced
1627	GHA GW Henssler & Associates Kennesaw, Georgia	$354K	-$163K	1	0.02%	Reduced
1628	GEM Global Endowment Management Charlotte, North Carolina	$352K	-$147K	1	0.04%	Reduced
1629	IAIM International Assets Investment Management Orlando, Florida	$351K	+$171K	4	0.05%	Increased
1630	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$350K	-$1.13K	16	0.03%	Reduced
1631	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$349K	+$27K	1	0.08%	Increased
1632	Mesirow Financial Investment Management Chicago, Illinois	$349K	-$18.1K	1	1.48%	Reduced
1633	Focus Financial Network Minneapolis, Minnesota	$346K	+$33.8K	1	0.02%	Increased
1634	EC EdgeRock Capital Denver, Colorado	$345K	-$109K	1	0.17%	Reduced
1635	W WealthOne Albany, New York	$343K	-$14.5K	1	0.13%	Reduced
1636	CWA CM Wealth Advisors Beachwood, Ohio	$343K	-$2.87M	1	0.11%	Reduced
1637	WP WealthSource Partners San Luis Obispo, California	$342K	-$178K	1	0.02%	Reduced
1638	Smith Salley Wealth Management Greensboro, North Carolina	$342K	-$29.6K	1	0.03%	Reduced
1639	VSQM V-Square Quantitative Management Chicago, Illinois	$337K	+$302K	5	0.25%	New
1640	OA Operose Advisors Milwaukee, Wisconsin	$336K	$0	1	0.15%	Maintained
1641	SAM Sompo Asset Management Tokyo, Japan	$335K	-$74.4K	1	0.06%	Reduced
1642	CAC Certified Advisory Corp Altamonte Springs, Florida	$332K	+$152	1	0.06%	Increased
1643	CastleKnight Management New York	$331K	+$319K	1	0.03%	New
1644	IEFM IQ EQ Fund Management Dublin 2, Ireland	$331K	+$269K	1	0.06%	New
1645	SPIO Seven Post Investment Office San Francisco, California	$330K	$0	1	0.1%	Maintained
1646	HCA Harbour Capital Advisors Tysons Corner, Virginia	$328K	-$23.4K	1	0.1%	Reduced
1647	AIM Allen Investment Management New York	$326K	$0	1	0%	Maintained
1648	CA Cambridge Advisors Omaha, Nebraska	$325K	$0	1	0.08%	Maintained
1649	AAM AR Asset Management West Hollywood, California	$324K	$0	1	0.09%	Maintained
1650	IRC Investors Research Corp Atlanta, Georgia	$324K	-$51.2K	4	0.08%	Reduced