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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
1826	ACM AUA Capital Management Camp Hill, Pennsylvania	$78K	+$2.44K	4	0.04%	Increased
1827	PMFA Plante Moran Financial Advisors Southfield, Michigan	$78K	-$36.3K	4	0.01%	Reduced
1828	DWA Dorsey Wright & Associates Pasadena, California	$77K	+$20.3K	2	0.02%	Increased
1829	RP Rice Partnership Honolulu, Hawaii	$77K	$0	1	0.02%	Maintained
1830	SA SRH Advisors Salina, Kansas	$77K	$0	2	0.09%	Maintained
1831	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$76K	+$2.62K	4	0.01%	Increased
1832	MUFG Americas New York	$76K	-$61.4K	3	0%	Reduced
1833	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$75K	+$87K	1	0.05%	New
1834	PA PSI Advisors Tampa, Florida	$75K	-$21K	2	0.03%	Reduced
1835	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$75K	-$20.9K	2	0.06%	Reduced
1836	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$74K	$0	1	0.03%	Maintained
1837	TC Trust Company Manhattan, Kansas	$74K	$0	2	0.01%	Maintained
1838	RIM Rockbridge Investment Management Syracuse, New York	$71.1K	+$60.1K	3	0.01%	Increased
1839	GAM Gemmer Asset Management Walnut Creek, California	$70K	$0	9	0.01%	Maintained
1840	SWM Selective Wealth Management Forest, Virginia	$69K	-$123K	4	0.02%	Reduced
1841	LCM Logan Capital Management Newtown Square, Pennsylvania	$67K	-$43.2K	3	0%	Reduced
1842	TAM Townsend Asset Management Raleigh, North Carolina	$67K	$0	1	0.03%	Maintained
1843	SAM Strategic Asset Management Rochester, Minnesota	$66K	-$4.77K	3	0.09%	Reduced
1844	CWM Curi Wealth Management Raleigh, North Carolina	$64K	$0	4	0.01%	Maintained
1845	CA Centerpoint Advisors Needham, Massachusetts	$63K	-$6.2K	2	0.03%	Reduced
1846	SBL Sargent Bickham Lagudis Boulder, Colorado	$61K	-$8.76K	3	0%	Reduced
1847	VC Vestor Capital Chicago, Illinois	$61K	+$57.3K	1	0.01%	New
1848	InterOcean Capital Group Nashville, Tennessee	$60K	+$46.6K	1	0%	New
1849	FRA Front Row Advisors Tiburon, California	$59K	-$4.55K	5	0.02%	Reduced
1850	ME McIlrath & Eck Arlington, Washington	$59K	$0	1	0.02%	Maintained