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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
1676	AIC Ameritas Investment Company Lincoln, Nebraska	$251K	-$1.34M	1	0.01%	Reduced
1677	CMO Covenant Multifamily Offices San Antonio, Texas	$251K	+$32.3K	1	0.05%	Increased
1678	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$251K	-$209K	1	0.12%	Reduced
1679	MVA Mount Vernon Associates Baltimore, Maryland	$249K	$0	1	0.23%	Maintained
1680	SCM SKBA Capital Management San Francisco, California	$249K	$0	1	0.05%	Maintained
1681	TNA True North Advisors Dallas, Texas	$247K	$0	1	0.05%	Maintained
1682	Mather Group Chicago, Illinois	$244K	+$3.19K	1	0.01%	Increased
1683	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$244K	+$7.43K	13	0.07%	Increased
1684	PSP Principal Street Partners Memphis, Tennessee	$244K	-$543K	1	0.06%	Reduced
1685	Merit Financial Group Alpharetta, Georgia	$243K	+$4.64K	1	0.02%	Increased
1686	Aequim Alternative Investments Mill Valley, California	$242K	$0	1	0.01%	Maintained
1687	BCM Beddow Capital Management Jackson, Wyoming	$242K	$0	1	0.14%	Maintained
1688	WA Wealth Alliance Mellville, New York	$242K	-$12.6K	1	0.06%	Reduced
1689	AIL AGF Investments LLC Toronto, Ontario, Canada	$241K	-$4.22K	1	0.02%	Reduced
1690	ICM Islay Capital Management Lubbock, Texas	$241K	+$250K	2	0.2%	New
1691	MIM Macroview Investment Management Bethesda, Maryland	$240K	-$4K	2	0.32%	Reduced
1692	CFAM Center For Asset Management Palm Beach Gardens, Florida	$239K	+$248K	1	0.21%	New
1693	SCM Stonehearth Capital Management Danvers, Massachusetts	$238K	+$17.2K	1	0.12%	Increased
1694	DCM Delta Capital Management Red Bank, New Jersey	$237K	$0	1	0.15%	Maintained
1695	Cullen Capital Management New York	$236K	-$67.1K	1	0%	Reduced
1696	MCF Advisors Covington, Kentucky	$235K	-$18.4K	2	0.02%	Reduced
1697	VWM Valley Wealth Managers Paramus, New Jersey	$234K	+$228K	1	0.02%	New
1698	BlueCrest Capital Management St Helier, Jersey	$232K	+$240K	1	0%	New
1699	MFW Meristem Family Wealth Minnetonka, Minnesota	$231K	+$244K	1	0.04%	New
1700	Prospera Financial Services Dallas, Texas	$231K	-$1.47M	1	0.01%	Reduced