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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	JRCM Jones Road Capital Management New York	$106K	$0	1	0.06%	Maintained
1677	AIC Archer Investment Corporation Carmel, Indiana	$104K	$0	2	0.04%	Maintained
1678	Gradient Investments Arden Hills, Minnesota	$103K	+$2.9K	5	0%	Increased
1679	MHR Matthew Hamilton Rosenberg	$103K	-$56.9K	3	0.04%	Reduced
1680	Prospera Financial Services Dallas, Texas	$103K	-$256K	5	0.01%	Reduced
1681	ZIG Zullo Investment Group Scranton, Pennsylvania	$101K	+$10.3K	6	0.06%	Increased
1682	EH EMG Holdings Old Greenwich, Connecticut	$99K	-$198K	1	0.02%	Reduced
1683	SC Seldon Capital San Francisco, California	$99K	$0	3	0.06%	Maintained
1684	BHWM Beaird Harris Wealth Management Dallas, Texas	$98K	$0	1	0.03%	Maintained
1685	AW ACG Wealth Atlanta, Georgia	$97K	+$105K	5	0.02%	New
1686	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$96.9K	-$66.6K	1	0.06%	Reduced
1687	LCM Logan Capital Management Newtown Square, Pennsylvania	$94K	+$32.3K	2	0.01%	Increased
1688	FFA Founders Financial Alliance Raleigh, North Carolina	$92K	-$16.2K	1	0.05%	Reduced
1689	AFS Annapolis Financial Services Annapolis, Maryland	$91K	-$61	4	0.03%	Reduced
1690	Covington Capital Management Los Angeles, California	$91K	-$757K	6	0%	Reduced
1691	TWM Tradition Wealth Management Edina, Minnesota	$89K	$0	2	0.01%	Maintained
1692	WTA Washington Trust Advisors Wellesley, Massachusetts	$89K	-$41.5K	5	0.01%	Reduced
1693	MC Muzinich & Co New York	$87K	$0	1	0.06%	Maintained
1694	TCOV Trust Company of Vermont Brattleboro, Vermont	$87K	+$97.1K	4	0.01%	New
1695	CA Crewe Advisors Salt Lake City, Utah	$84K	+$54.7K	6	0.02%	Increased
1696	KC Kepos Capital New York	$84K	-$1.25M	1	0.01%	Reduced
1697	VNA Valley National Advisers Bethlehem, Pennsylvania	$84K	+$34.8K	3	0.02%	Increased
1698	EC Estate Counselors Thiensville, Wisconsin	$83K	-$1.88M	1	0.01%	Reduced
1699	LA LexAurum Advisors Overland Park, Kansas	$83K	$0	1	0.03%	Maintained
1700	FCG Financial Connections Group Corte Madera, California	$82K	+$10.8K	2	0.07%	Increased