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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
1851	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$71.2K	+$76.4K	1	0.03%	New
1852	FP Financial Perspectives Minneapolis, Minnesota	$71K	$0	4	0.03%	Maintained
1853	KC Kepos Capital New York	$70K	-$12.1K	1	0.01%	Reduced
1854	FRA Front Row Advisors Tiburon, California	$68K	-$16.8K	5	0.03%	Reduced
1855	KC Kenfarb & Co Ashland, Kentucky	$67.9K	$0	1	0.06%	Maintained
1856	TC Trust Company Manhattan, Kansas	$65.2K	$0	1	0.01%	Maintained
1857	Jones Financial Companies Des Peres, Missouri	$64.6K	+$1.08K	1	0%	Increased
1858	CCA Column Capital Advisors Indianapolis, Indiana	$63.5K	-$17K	3	0.01%	Reduced
1859	AWM Ameliora Wealth Management Zurich, Switzerland	$62.8K	$0	1	0.04%	Maintained
1860	LA LexAurum Advisors Overland Park, Kansas	$62.7K	$0	1	0.02%	Maintained
1861	RFG RFP Financial Group Atlanta, Georgia	$61.4K	$0	5	0.03%	Maintained
1862	MC Muzinich & Co New York	$60.8K	+$28.1K	1	0.04%	Increased
1863	AIM Arcadia Investment Management Kalamazoo, Michigan	$60.7K	$0	1	0.01%	Maintained
1864	SCM Stonehill Capital Management New York	$59K	$0	1	0.09%	Maintained
1865	DIP DT Investment Partners Chadds Ford, Pennsylvania	$58.9K	$0	3	0.01%	Maintained
1866	ECM Estabrook Capital Management New York	$56.3K	-$6.21K	2	0.01%	Reduced
1867	LF Lee Financial Dallas, Texas	$53.6K	$0	7	0.01%	Maintained
1868	Aristeia Capital Greenwich, Connecticut	$53.6K	+$56.1K	1	0%	New
1869	PCFFS Pacific Center for Financial Services San Ramon, California	$52.7K	$0	1	0.02%	Maintained
1870	PB Pinnacle Bancorp Beatrice, Nebraska	$52.3K	$0	4	0.02%	Maintained
1871	GPI General Partner Inc Pittsburgh, Pennsylvania	$51.1K	$0	1	0.05%	Maintained
1872	AWM AllSquare Wealth Management Albany, New York	$51.1K	+$55K	1	0.03%	New
1873	JFA JNBA Financial Advisors Bloomington, Minnesota	$50.7K	$0	1	0.01%	Maintained
1874	DJSG D.J. St. Germain Springfield, Massachusetts	$50.4K	$0	1	0%	Maintained
1875	PP Pacifica Partners Surrey, Canada	$50.2K	$0	1	0.03%	Maintained