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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
1701	JCA Jade Capital Advisors Essex Fells, New Jersey	$154K	$0	1	0.06%	Maintained
1702	BC Barnett & Company Chattanooga, Tennessee	$153K	$0	1	0.08%	Maintained
1703	KPCM Kings Point Capital Management Great Neck, New York	$153K	$0	1	0.02%	Maintained
1704	MAM Marquette Asset Management Minneapolis, Minnesota	$151K	$0	1	0.04%	Maintained
1705	SCM Stonehill Capital Management New York	$150K	$0	1	0.07%	Maintained
1706	CQS Credential Qtrade Securities Vancouver,	$145K	+$135K	3	0.01%	New
1707	CBT CoreFirst Bank & Trust Topeka, Kansas	$143K	$0	1	0.1%	Maintained
1708	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$143K	+$138K	1	0.01%	New
1709	FMP Financial Management Professionals Austin, Texas	$142K	-$973K	6	0.04%	Reduced
1710	Clearstead Advisors Cleveland, Ohio	$140K	+$111K	2	0.01%	Increased
1711	LCM Logan Capital Management Newtown Square, Pennsylvania	$136K	+$121K	2	0.01%	New
1712	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$135K	-$8.66K	1	0.07%	Reduced
1713	AIM Acropolis Investment Management St. Louis, Missouri	$131K	$0	1	0.01%	Maintained
1714	GFPC Global Financial Private Client Sarasota, Florida	$130K	$0	4	0.09%	Maintained
1715	ACM Allred Capital Management Dallas, Texas	$129K	+$115K	4	0.06%	New
1716	LA LexAurum Advisors Overland Park, Kansas	$129K	$0	1	0.04%	Maintained
1717	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$128K	+$30.1K	1	0.06%	Increased
1718	MCM Manchester Capital Management Manchester, Vermont	$123K	$0	1	0.02%	Maintained
1719	BFC Bedel Financial Consulting Indianapolis, Indiana	$122K	-$1.51K	5	0.05%	Reduced
1720	AFS Annapolis Financial Services Annapolis, Maryland	$119K	-$52	4	0.04%	Reduced
1721	EIP Ellis Investment Partners Berwyn, Pennsylvania	$119K	+$340	6	0.03%	Increased
1722	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$118K	-$21.9K	1	0.05%	Reduced
1723	Jones Financial Companies Des Peres, Missouri	$112K	+$66K	6	0%	Increased
1724	TIM Tortoise Investment Management White Plains, New York	$109K	-$3K	2	0.02%	Reduced
1725	MAM McCarthy Asset Management Redwood Shores, California	$107K	-$841	4	0.08%	Reduced