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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
1751	GFPC Global Financial Private Client Sarasota, Florida	$128K	$0	4	0.07%	Maintained
1752	FMP Financial Management Professionals Austin, Texas	$126K	-$906	5	0.03%	Reduced
1753	AIM Acropolis Investment Management St. Louis, Missouri	$122K	$0	1	0.01%	Maintained
1754	Sageworth Trust Lancaster, Pennsylvania	$121K	$0	8	0.01%	Maintained
1755	Gradient Investments Arden Hills, Minnesota	$120K	-$9K	4	0%	Reduced
1756	LCM Logan Capital Management Newtown Square, Pennsylvania	$120K	$0	2	0.01%	Maintained
1757	AIL AGF Investments LLC Toronto, Ontario, Canada	$119K	-$115K	1	0.01%	Reduced
1758	CH Canton Hathaway Providence, Rhode Island	$115K	+$89.5K	2	0.03%	Increased
1759	CBT CoreFirst Bank & Trust Topeka, Kansas	$113K	$0	1	0.08%	Maintained
1760	IAIM International Assets Investment Management Orlando, Florida	$113K	+$2.5M	2	0.02%	New
1761	TWM Tradition Wealth Management Edina, Minnesota	$113K	+$5.74K	2	0.02%	Increased
1762	AFS Annapolis Financial Services Annapolis, Maryland	$111K	$0	4	0.04%	Maintained
1763	BC Barnett & Company Chattanooga, Tennessee	$111K	-$36.1K	1	0.08%	Reduced
1764	Heritage Wealth Advisors Richmond, Virginia	$109K	$0	1	0.01%	Maintained
1765	BFC Bedel Financial Consulting Indianapolis, Indiana	$105K	-$20K	4	0.04%	Reduced
1766	JRCM Jones Road Capital Management New York	$105K	$0	1	0.03%	Maintained
1767	Covington Capital Management Los Angeles, California	$102K	+$22K	5	0%	Increased
1768	CM Crestline Management Fort Worth, Texas	$102K	+$102K	1	0.01%	New
1769	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$101K	-$12.8K	1	0.04%	Reduced
1770	TIM Tortoise Investment Management White Plains, New York	$101K	$0	2	0.02%	Maintained
1771	CCA Column Capital Advisors Indianapolis, Indiana	$100K	+$36K	4	0.02%	Increased
1772	MUFG Americas New York	$99K	+$52.5K	4	0%	Increased
1773	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$97K	$0	1	0.06%	Maintained
1774	RCM Ratan Capital Management Miami Beach, Florida	$97K	+$96.9K	1	0.01%	New
1775	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$95K	$0	2	0.05%	Maintained