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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
1951	TF TimeScale Financial Danvers, Massachusetts	$1K	$0	1	0%	Maintained
1952	BFG Baron Financial Group Fair Lawn, New Jersey	$850	$0	1	0%	Maintained
1953	WIM Westside Investment Management Santa Monica, California	$50	+$93	4	0%	Increased
1954	AFA Abacus FCF Advisors Orlando, Florida	$0	-$2.08M	0	–	Closed
1955	AI AdvisorShares Investments Bethesda, Maryland	$0	-$2M	0	–	Closed
1956	ACM Allred Capital Management Dallas, Texas	$0	-$129K	0	–	Closed
1957	ACM Alpha Capital Management Austin, Texas	$0	-$2.37M	0	–	Closed
1958	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$765K	0	–	Closed
1959	AFA Alta Fundamental Advisers New York	$0	-$2.16M	0	–	Closed
1960	AMI Amica Mutual Insurance Providence, Rhode Island	$0	-$780K	0	–	Closed
1961	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$0	-$179K	0	–	Closed
1962	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$0	-$725K	0	–	Closed
1963	ACM Anomaly Capital Management New York	$0	-$20.3M	0	–	Closed
1964	AI ArchPoint Investors Coral Gables, Florida	$0	-$1.22M	0	–	Closed
1965	Ariel Investments Chicago, Illinois	$0	-$2.91M	0	–	Closed
1966	ACM Ascendant Capital Management Los Angeles, California	$0	-$2.23M	0	–	Closed
1967	APWM Atlas Private Wealth Management Albany, New York	$0	-$29K	0	–	Closed
1968	AIM Axiom Investment Management New York	$0	-$409K	0	–	Closed
1969	Balentine LLC Atlanta, Georgia	$0	-$20K	0	–	Closed
1970	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$264K	0	–	Closed
1971	BP BBR Partners New York	$0	-$225K	0	–	Closed
1972	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$0	-$1.24M	0	–	Closed
1973	BSG Black Swift Group Boulder, Colorado	$0	-$20K	0	–	Closed
1974	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$2M	0	–	Closed
1975	CP Camelot Portfolios Maumee, Ohio	$0	-$367K	0	–	Closed