Each N-PORT filing of NAIL compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 50: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 9.9%. Largest increases: DREYFUS 0.05% to 5.13%; D.R. HORTON INC 11.12% to 12.47%; Pulte Group Inc 6.65% to 7.07%; Toll Brothers, Inc. 3.64% to 4.05%; TRI POINTE HOMES INC 0.79% to 1.19%; Lennox International Inc. 2.45% to 2.82%. Largest decreases: GOLDMAN SACHS LIQ ES FD A 8.25% to 3.68%; GOLDMAN FINANCIAL 10.7% to 8.97%; NVR Inc 5.91% to 5.31%; Lennar Corp. 6.44% to 5.86%; Builders Firstsource, Inc. 1.96% to 1.44%; HOME DEPOT INC (THE) 3.72% to 3.28%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Jun 2026 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 50: 1 added (0.05% of the fund), 1 dropped (21.39%). Turnover proxy 24.4%. Largest increases: GOLDMAN FINANCIAL 4.2% to 10.7%; GOLDMAN SACHS LIQ ES FD A 2.33% to 8.25%; D.R. Horton, Inc. 9.8% to 11.12%; Pulte Group Inc 5.6% to 6.65%; NVR Inc 4.91% to 5.91%; Lowes Companies, Inc. 2.98% to 3.78%. Largest decreases: N/A 6.03% to 3.27%; Lennar Corp. 6.68% to 6.44%; JELD-WEN Holding Inc. 0.05% to 0.04%; Lennar Corp. 0.25% to 0.25%. New: DREYFUS (0.05%). Gone: DREYFUS GOVERNMENT CASH MANAGE (21.39%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 01 Apr 2026 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 50: 1 added (21.39% of the fund), 1 dropped (2.21%). Turnover proxy 23.4%. Largest increases: GOLDMAN SACHS LIQ ES FD A 0.68% to 2.33%; The Sherwin-Williams Company 3.07% to 3.22%; Hayward Holdings Inc 0.28% to 0.42%; Cavco Industries 0.97% to 0.99%; MasterBrand Inc 0.18% to 0.2%; American Woodmark Corporation 0.1% to 0.12%. Largest decreases: GOLDMAN FINANCIAL 13.37% to 4.2%; D.R. Horton, Inc. 11.79% to 9.8%; NVR Inc 6.58% to 4.91%; Pulte Group Inc 6.76% to 5.6%; Lennar Corp. 7.78% to 6.68%; N/A 6.67% to 6.03%. New: DREYFUS GOVERNMENT CASH MANAGE (21.39%). Gone: DREYFUS (2.21%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Dec 2025 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 50: 1 added (6.67% of the fund), 1 dropped (0.82%). Turnover proxy 15.6%. Largest increases: D.R. Horton, Inc. 10.09% to 11.79%; Pulte Group Inc 5.85% to 6.76%; Topbuild Corporation 2.44% to 3.14%; Toll Brothers, Inc. 2.84% to 3.51%; Lennar Corp. 7.14% to 7.78%; NVR Inc 5.99% to 6.58%. Largest decreases: GOLDMAN FINANCIAL 18.54% to 13.37%; DREYFUS 7.06% to 2.21%; GOLDMAN SACHS LIQ ES FD A 4.69% to 0.68%; Champion Homes Inc. 1.28% to 0.96%; The Sherwin-Williams Company 3.34% to 3.07%; Cavco Industries 1.11% to 0.97%. New: N/A (6.67%). Gone: The AZEK Company Inc (0.82%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Sep 2025 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 50: 3 added (0.68% of the fund), 3 dropped (2.51%). Turnover proxy 6.4%. Largest increases: D.R. Horton, Inc. 9.03% to 10.09%; Pulte Group Inc 5.09% to 5.85%; NVR Inc 5.36% to 5.99%; GOLDMAN SACHS LIQ ES FD A 4.32% to 4.69%; Lennar Corp. 6.84% to 7.14%; The Sherwin-Williams Company 3.08% to 3.34%. Largest decreases: GOLDMAN FINANCIAL 21.27% to 18.54%; DREYFUS 7.31% to 7.06%; Builders Firstsource, Inc. 1.8% to 1.59%; Toll Brothers, Inc. 2.99% to 2.84%; Floor And Decor Holding Inc. 1.01% to 0.88%; Masco Corporation 1.6% to 1.48%. New: Griffon Corp (0.31%), La-Z-Boy Inc (0.19%), Gibraltar Industries, Inc. (0.19%). Gone: N/A (1.61%), Beacon Roofing Supply, Inc. (0.69%), Millrose Properties Inc. (0.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Jun 2025 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/47 positions became 50: 3 added (4.67% of the fund), 0 dropped (0%). Turnover proxy 22.7%. Largest increases: DREYFUS 1.23% to 7.31%; D.R. Horton, Inc. 7.57% to 9.03%; NVR Inc 4.3% to 5.36%; Pulte Group Inc 4.1% to 5.09%; The Sherwin-Williams Company 2.33% to 3.08%; Toll Brothers, Inc. 2.29% to 2.99%. Largest decreases: N/A 24.29% to 1.61%; JELD-WEN Holding Inc. 0.09% to 0.07%; Quanex Building Products Corp. 0.11% to 0.09%. New: GOLDMAN SACHS LIQ ES FD A (4.32%), Millrose Properties Inc. (0.22%), Hovnanian Enterprises, Inc. (0.14%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 01 Apr 2025 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/47 positions became 47: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 10.4%. Largest increases: GOLDMAN FINANCIAL 12.11% to 21.04%; DREYFUS 0.95% to 1.23%; Home Depot Inc. 2.37% to 2.57%; Lennox International Inc. 1.33% to 1.5%; Lowes Companies, Inc. 2.42% to 2.56%; Masco Corporation 1.22% to 1.35%. Largest decreases: N/A 30.35% to 24.29%; D.R. Horton, Inc. 8.54% to 7.57%; Topbuild Corporation 2.42% to 1.62%; Lennar Corp. 6.94% to 6.28%; Pulte Group Inc 4.45% to 4.1%; The Sherwin-Williams Company 2.6% to 2.33%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 30 Dec 2024 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/48 positions became 47: 0 added (0% of the fund), 1 dropped (0.29%). Turnover proxy 25.4%. Largest increases: N/A 7.96% to 30.35%; GOLDMAN FINANCIAL 9.1% to 12.11%; Mohawk Industries, Inc. 0.6% to 0.61%. Largest decreases: DREYFUS 11.61% to 0.95%; Lennar Corp. 8.87% to 6.94%; D.R. Horton, Inc. 10.07% to 8.54%; NVR Inc 5.63% to 4.32%; Pulte Group Inc 5.59% to 4.45%; Lowes Companies, Inc. 3.23% to 2.42%. Gone: Masonite International Corporation (0.29%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 30 Sep 2024 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/51 positions became 48: 1 added (0.05% of the fund), 4 dropped (12.04%). Turnover proxy 12.3%. Largest increases: N/A 4.15% to 7.96%; GOLDMAN FINANCIAL 6.68% to 9.1%; NVR Inc 5.04% to 5.63%; Toll Brothers, Inc. 2.39% to 2.94%; Pulte Group Inc 5.06% to 5.59%; Lennar Corp. 8.41% to 8.87%. Largest decreases: LGI Homes Inc 0.54% to 0.44%; Leggett & Platt Inc. 0.3% to 0.24%; M/I Homes Inc. 0.8% to 0.77%; Fortune Brands Innovations Inc 0.94% to 0.91%; Beazer Homes USA Inc. 0.21% to 0.19%; Century Communities Inc 0.55% to 0.53%. New: Arhaus Inc (0.05%). Gone: DREYFUS GOVERNMENT CASH MANAGE (10.95%), M.D.C. Holdings Inc. (0.84%), PGT Innovations Inc (0.23%), GOLDMAN SACHS LIQ ES FD A (0.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Jun 2024 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 51: 1 added (10.95% of the fund), 0 dropped (0%). Turnover proxy 24.8%. Largest increases: DREYFUS 2.18% to 11.56%; Lennar Corp. 7.82% to 8.41%; Topbuild Corporation 2.11% to 2.63%; Builders Firstsource, Inc. 1.61% to 2.05%; D.R. Horton, Inc. 9.23% to 9.66%; Pulte Group Inc 4.69% to 5.06%. Largest decreases: N/A 19.3% to 4.15%; GOLDMAN FINANCIAL 12.43% to 6.68%; GOLDMAN SACHS LIQ ES FD A 3.56% to 0.02%; Lennox International Inc. 1.4% to 1.31%; Skyline Champion Corporation 0.9% to 0.82%; NVR Inc 5.13% to 5.04%. New: DREYFUS GOVERNMENT CASH MANAGE (10.95%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Apr 2024 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/52 positions became 50: 1 added (0.13% of the fund), 3 dropped (1.43%). Turnover proxy 14.6%. Largest increases: GOLDMAN SACHS LIQ ES FD A 0.05% to 3.56%; GOLDMAN FINANCIAL 10.12% to 12.43%; NVR Inc 4.07% to 5.13%; Lennar Corp. 6.8% to 7.82%; D.R. Horton, Inc. 8.33% to 9.23%; Pulte Group Inc 3.98% to 4.69%. Largest decreases: N/A 29.77% to 19.3%; DREYFUS 4.82% to 2.18%; LGI Homes Inc 0.61% to 0.56%; Green Brick Partners Inc. 0.32% to 0.29%; JELD-WEN Holding Inc. 0.12% to 0.11%; Beazer Homes USA Inc. 0.21% to 0.21%. New: Dream Finders Homes Inc (0.13%). Gone: Watsco Inc (0.99%), Louisiana Pacific Corporation (0.43%), Ll Flooring Holdings Inc. (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 02 Jan 2024 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 52: 2 added (4.87% of the fund), 0 dropped (0%). Turnover proxy 6.2%. Largest increases: Builders Firstsource, Inc. 1.28% to 1.45%; M/I Homes Inc. 0.48% to 0.59%; Lennox International Inc. 0.84% to 0.93%; Lowes Companies, Inc. 2.37% to 2.46%; Home Depot Inc 2.37% to 2.45%; Owens Corning 0.92% to 0.99%. Largest decreases: GOLDMAN FINANCIAL 12.63% to 10.12%; N/A 30.64% to 29.77%; Lennar Corporation 7.41% to 6.8%; D.R. Horton, Inc. 8.9% to 8.33%; NVR Inc 4.58% to 4.07%; Skyline Champion Corporation 1.02% to 0.78%. New: DREYFUS (4.82%), GOLDMAN SACHS LIQ ES FD A (0.05%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Sep 2023 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 50: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.7%. Largest increases: N/A 24.48% to 30.64%; The Sherwin-Williams Company 2.22% to 2.48%; Tri Pointe Homes Inc 0.69% to 0.75%; Skyline Champion Corporation 0.96% to 1.02%; Watsco Inc 1.01% to 1.06%; Builders Firstsource, Inc. 1.24% to 1.28%. Largest decreases: GOLDMAN FINANCIAL 15.61% to 12.63%; Lennar Corporation 8.04% to 7.41%; D.R. Horton, Inc. 9.52% to 8.9%; NVR Inc 4.87% to 4.58%; Toll Brothers, Inc. 1.93% to 1.7%; UFP Industries Inc 0.61% to 0.44%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Jun 2023 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 50: 1 added (0.13% of the fund), 1 dropped (0.69%). Turnover proxy 17%. Largest increases: N/A 7.64% to 24.48%; Hayward Holdings Inc 0.13% to 0.14%; The AZEK Company Inc 0.27% to 0.28%. Largest decreases: GOLDMAN FINANCIAL 19.67% to 15.61%; D.R. Horton, Inc. 11.38% to 9.52%; Lennar Corporation 9.63% to 8.04%; NVR Inc 6.11% to 4.87%; Home Depot Inc 3.22% to 2.39%; The Sherwin-Williams Company 3.05% to 2.22%. New: MasterBrand Inc (0.13%). Gone: N/A (0.69%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 31 Mar 2023 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 50: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 18.1%. Largest increases: D.R. Horton, Inc. 8.08% to 11.38%; Lennar Corporation 7.05% to 9.63%; NVR Inc 4.3% to 6.11%; Pulte Group Inc 3.33% to 4.33%; The Sherwin-Williams Company 2.15% to 3.05%; Home Depot Inc 2.41% to 3.22%. Largest decreases: N/A 16.76% to 7.64%; N/A 9.58% to 0.69%; Green Brick Partners Inc. 0.4% to 0.29%; JELD-WEN Holding Inc. 0.14% to 0.13%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Dec 2022 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 50: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 13.9%. Largest increases: N/A 5.82% to 16.76%; GOLDMAN FINANCIAL 16.31% to 19.2%; Skyline Champion Corporation 1.04% to 1.05%; Green Brick Partners Inc. 0.38% to 0.4%. Largest decreases: N/A 11.52% to 9.58%; The Sherwin-Williams Company 3.82% to 2.15%; NVR Inc 5.78% to 4.3%; D.R. Horton, Inc. 8.96% to 8.08%; Pulte Group Inc 4.15% to 3.33%; Lennar Corporation 7.84% to 7.05%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Sep 2022 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/49 positions became 50: 1 added (0.08% of the fund), 0 dropped (0%). Turnover proxy 12.8%. Largest increases: N/A 6.97% to 11.52%; GOLDMAN FINANCIAL 13.3% to 16.31%; The Sherwin-Williams Company 2.69% to 3.82%; NVR Inc 5.16% to 5.78%; D.R. Horton, Inc. 8.59% to 8.96%; The Home Depot, Inc. 2.87% to 3.18%. Largest decreases: N/A 18.19% to 5.82%; Trex Company, Inc. 0.98% to 0.77%; The AZEK Company Inc 0.34% to 0.28%; Floor And Decor Holding Incorporation 1.07% to 1.02%; Lowes Companies, Inc. 2.97% to 2.94%; Installed Building Products Inc 0.77% to 0.74%. New: Hayward Holdings Inc (0.08%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Jun 2022 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/49 positions became 49: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 17.9%. Largest increases: GOLDMAN FINANCIAL 4.82% to 13.3%; N/A 0.01% to 6.97%; NVR Inc 4.63% to 5.16%; Pulte Group Inc 3.51% to 3.94%; D.R. Horton, Inc. 8.17% to 8.59%; Builders Firstsource, Inc. 1.02% to 1.21%. Largest decreases: N/A 35.09% to 18.19%; The Sherwin-Williams Company 2.84% to 2.69%; Floor And Decor Holding Incorporation 1.21% to 1.07%; LGI Homes Inc 0.91% to 0.79%; Topbuild Corporation 2.38% to 2.26%; The Home Depot, Inc. 2.98% to 2.87%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 01 Apr 2022 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/48 positions became 49: 1 added (0.01% of the fund), 0 dropped (0%). Turnover proxy 4.5%. Largest increases: N/A 32.68% to 35.09%; GOLDMAN FINANCIAL 4.12% to 4.82%; Topbuild Corporation 1.97% to 2.38%; Lowes Companies, Inc. 2.78% to 3.05%; Builders Firstsource, Inc. 0.8% to 1.02%; Floor And Decor Holding Incorporation 1.11% to 1.21%. Largest decreases: D.R. Horton, Inc. 9.21% to 8.17%; Lennar Corporation 8.53% to 7.71%; Pulte Group Inc 4.27% to 3.51%; NVR Inc 5.25% to 4.63%; LGI Homes Inc 1.1% to 0.91%; Mohawk Industries, Inc. 0.99% to 0.84%. New: N/A (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Dec 2021 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/49 positions became 48: 0 added (0% of the fund), 1 dropped (1.88%). Turnover proxy 6.7%. Largest increases: N/A 27.45% to 32.68%; Lennar Corporation 8.06% to 8.53%; NVR Inc 4.92% to 5.25%; Skyline Champion Corporation 0.66% to 0.86%; Floor And Decor Holding Incorporation 0.99% to 1.11%; Cavco Industries 0.51% to 0.59%. Largest decreases: GOLDMAN FINANCIAL 7.24% to 4.12%; Pulte Group Inc 4.45% to 4.27%; Lowes Companies, Inc. 2.93% to 2.78%; Taylor Morrison Home Corp 1.14% to 1.02%; The Home Depot, Inc. 3.05% to 2.94%; Topbuild Corporation 2.08% to 1.97%. Gone: N/A (1.88%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Sep 2021 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/49 positions became 49: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 17.7%. Largest increases: N/A 14.66% to 27.45%; GOLDMAN FINANCIAL 3.03% to 7.24%; The Sherwin-Williams Company 2.76% to 2.92%; The Home Depot, Inc. 2.93% to 3.05%; Louisiana Pacific Corporation 0.49% to 0.6%; LGI Homes Inc 0.93% to 1.03%. Largest decreases: N/A 13.02% to 1.88%; NVR Inc 6.11% to 4.92%; Lennar Corporation 8.98% to 8.06%; D.R. Horton, Inc. 10% to 9.22%; Topbuild Corporation 2.59% to 2.08%; Toll Brothers, Inc. 2.3% to 1.99%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Jun 2021 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/50 positions became 49: 0 added (0% of the fund), 1 dropped (6.25%). Turnover proxy 26.5%. Largest increases: N/A 1.58% to 13.02%; D.R. Horton, Inc. 7.63% to 10%; Lennar Corporation 6.65% to 8.98%; NVR Inc 4.75% to 6.11%; TOPBUILD CORP 1.75% to 2.59%; Pulte Group Inc 3.77% to 4.58%. Largest decreases: N/A 33.62% to 14.66%; GOLDMAN FINANCIAL 4.31% to 3.03%. Gone: DREYFUS GOVERNMENT CASH MANAGEMENT (6.25%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 31 Mar 2021 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/46 positions became 50: 4 added (8.39% of the fund), 0 dropped (0%). Turnover proxy 12.9%. Largest increases: D.R. Horton, Inc. 7.1% to 7.63%; The Home Depot, Inc. 2.02% to 2.45%; The Sherwin-Williams Company 2.16% to 2.53%; Floor And Decor Holding Incorporation 0.5% to 0.86%; NVR Inc 4.41% to 4.75%; Topbuild Corporation 1.43% to 1.75%. Largest decreases: GOLDMAN FINANCIAL 10.9% to 4.31%; N/A 39.77% to 33.62%; Cavco Industries 0.56% to 0.51%; Beacon Roofing Supply, Inc. 0.23% to 0.19%; UFP Industries Inc 0.38% to 0.35%; Masco Corporation 1.62% to 1.59%. New: DREYFUS GOVERNMENT CASH MANAGEMENT (6.25%), N/A (1.58%), Green Brick Partners INC (0.3%), The AZEK Company Inc (0.27%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Dec 2020 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/47 positions became 46: 1 added (0.38% of the fund), 2 dropped (2.05%). Turnover proxy 18.5%. Largest increases: N/A 23.13% to 39.77%; Pulte Group Inc 2.93% to 3.57%; Fortune Brands Home & Security Inc 0.94% to 1.15%; Watsco Inc 0.74% to 0.83%; Trex Company, Inc. 0.78% to 0.87%; Floor And Decor Holding Incorporation 0.42% to 0.5%. Largest decreases: GOLDMAN FINANCIAL 19.7% to 10.9%; D.R. Horton, Inc. 8.61% to 7.1%; NVR Inc 5.88% to 4.41%; Lennar Corporation 7.62% to 6.45%; Topbuild Corporation 1.9% to 1.43%; Lowes Companies, Inc. 2.65% to 2.22%. New: UFP Industries Inc (0.38%). Gone: ACM GOV'T PORT. #27 (1.7%), Universal Forest P (0.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Sep 2020 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/47 positions became 47: 1 added (1.7% of the fund), 1 dropped (0.42%). Turnover proxy 23.9%. Largest increases: N/A 7.06% to 23.13%; GOLDMAN FINANCIAL 13.58% to 19.7%. Largest decreases: Pulte Group Inc 6.23% to 2.93%; Lennar Corporation 10.17% to 7.62%; D.R. Horton, Inc. 10.87% to 8.61%; Toll Brothers, Inc. 3.14% to 1.74%; NVR Inc 7.27% to 5.88%; The Home Depot, Inc. 3.7% to 2.33%. New: ACM GOV'T PORT. #27 (1.7%). Gone: William Lyon Homes (0.42%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Jun 2020 12:00:00 GMThttps://themulden.com/funds/nail/https://themulden.com/funds/nail/47 positions became 47: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 19.2%. Largest increases: GOLDMAN FINANCIAL 10.21% to 13.58%; D.R. Horton, Inc. 8.29% to 10.87%; Lennar Corporation 7.97% to 10.17%; Pulte Group Inc 4.76% to 6.23%; NVR Inc 5.88% to 7.27%; The Home Depot, Inc. 2.72% to 3.7%. Largest decreases: N/A 26.21% to 7.06%; Ethan Allen Inters 0.07% to 0.07%; Lumber Liq Hlgds 0.04% to 0.04%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 30 Mar 2020 12:00:00 GMT