Each N-PORT filing of XHB 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/xhb/https://themulden.com/funds/xhb/36 positions became 36: 1 added (3.11% of the fund), 1 dropped (2.13%). Turnover proxy 6%. Largest increases: Owens Corning 3.52% to 4.1%; Builders FirstSource Inc 3.16% to 3.56%; Advanced Drainage Systems Inc 3.26% to 3.59%; KB Home 3.31% to 3.56%; Meritage Homes Corp 3.31% to 3.52%; M/I Homes Inc 1.96% to 2.16%. Largest decreases: Modine Manufacturing Co 3.77% to 3.07%; TopBuild Corp 3.23% to 2.67%; Taylor Morrison Home Corp 3.42% to 2.97%; Lowe's Cos Inc 3.34% to 3.02%; Johnson Controls International plc 3.39% to 3.11%; NVR Inc 3.48% to 3.2%. New: AAON Inc (3.11%). Gone: Tri Pointe Homes Inc (2.13%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Aug 2026 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 1 added (3.77% of the fund), 1 dropped (3.73%). Turnover proxy 5.9%. Largest increases: KB Home 3.03% to 3.31%; Lennar Corp 2.97% to 3.14%; Owens Corning 3.36% to 3.52%; Beazer Homes USA Inc 0.56% to 0.71%; Meritage Homes Corp 3.16% to 3.31%; PulteGroup Inc 3.18% to 3.33%. Largest decreases: M/I Homes Inc 2.5% to 1.96%; Century Communities Inc 1.46% to 1.22%; Johnson Controls International plc 3.58% to 3.39%; Lennox International Inc 3.33% to 3.19%; Green Brick Partners Inc 1.23% to 1.11%; Home Depot Inc/The 3.4% to 3.28%. New: Modine Manufacturing Co (3.77%). Gone: Wayfair Inc (3.73%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 May 2026 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 1 added (3.73% of the fund), 1 dropped (2.99%). Turnover proxy 5.6%. Largest increases: Carlisle Cos Inc 3% to 3.33%; Builders FirstSource Inc 2.98% to 3.25%; M/I Homes Inc 2.29% to 2.5%; Owens Corning 3.18% to 3.36%; Masco Corp 3.32% to 3.47%; Lowe's Cos Inc 3.25% to 3.39%. Largest decreases: Tri Pointe Homes Inc 2.48% to 2%; KB Home 3.35% to 3.03%; Cavco Industries Inc 3.71% to 3.43%; Lennar Corp 3.18% to 2.97%; Dream Finders Homes Inc 0.7% to 0.49%; Champion Homes Inc 3.55% to 3.34%. New: Wayfair Inc (3.73%). Gone: Floor & Decor Holdings Inc (2.99%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Feb 2026 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.4%. Largest increases: Cavco Industries Inc 2.39% to 3.71%; Champion Homes Inc 2.71% to 3.55%; M/I Homes Inc 1.96% to 2.29%; Hovnanian Enterprises Inc 0.49% to 0.65%; Advanced Drainage Systems Inc 3.25% to 3.39%; Johnson Controls International plc 3.39% to 3.52%. Largest decreases: Builders FirstSource Inc 3.38% to 2.98%; Floor & Decor Holdings Inc 3.35% to 2.99%; Carlisle Cos Inc 3.35% to 3%; Installed Building Products Inc 3.49% to 3.2%; TopBuild Corp 3.52% to 3.23%; Meritage Homes Corp 3.37% to 3.18%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Nov 2025 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.1%. Largest increases: Tri Pointe Homes Inc 1.97% to 2.51%; Cavco Industries Inc 1.88% to 2.39%; Williams-Sonoma Inc 3.05% to 3.48%; Floor & Decor Holdings Inc 3.04% to 3.35%; Builders FirstSource Inc 3.25% to 3.38%; TopBuild Corp 3.4% to 3.52%. Largest decreases: M/I Homes Inc 2.82% to 1.96%; Champion Homes Inc 3.4% to 2.71%; Century Communities Inc 2.02% to 1.58%; LGI Homes Inc 1.27% to 1.11%; Somnigroup International Inc 3.6% to 3.46%; Carlisle Cos Inc 3.49% to 3.35%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Aug 2025 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 1 added (3.6% of the fund), 1 dropped (3.5%). Turnover proxy 6.7%. Largest increases: Champion Homes Inc 2.27% to 3.4%; Century Communities Inc 1.68% to 2.02%; Carlisle Cos Inc 3.23% to 3.49%; Cavco Industries Inc 1.65% to 1.88%; Installed Building Products Inc 3.15% to 3.38%; TopBuild Corp 3.18% to 3.4%. Largest decreases: Green Brick Partners Inc 1.8% to 1.18%; Williams-Sonoma Inc 3.64% to 3.05%; Hovnanian Enterprises Inc 0.86% to 0.54%; Floor & Decor Holdings Inc 3.3% to 3.04%; Carrier Global Corp 3.47% to 3.27%; M/I Homes Inc 2.98% to 2.82%. New: Somnigroup International Inc (3.6%). Gone: A O Smith Corp (3.5%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 May 2025 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.6%. Largest increases: M/I Homes Inc 2.47% to 2.98%; DR Horton Inc 3.13% to 3.41%; Williams-Sonoma Inc 3.43% to 3.64%; Champion Homes Inc 2.07% to 2.27%; Lennox International Inc 3.27% to 3.47%; Allegion plc 3.3% to 3.48%. Largest decreases: Installed Building Products Inc 3.53% to 3.15%; LGI Homes Inc 1.46% to 1.18%; Builders FirstSource Inc 3.38% to 3.11%; Carlisle Cos Inc 3.5% to 3.23%; Green Brick Partners Inc 2% to 1.8%; Owens Corning 3.41% to 3.21%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Feb 2025 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 1 added (0.04% of the fund), 1 dropped (0.05%). Turnover proxy 4.1%. Largest increases: Floor & Decor Holdings Inc 2.8% to 3.48%; Installed Building Products Inc 3.19% to 3.53%; Williams-Sonoma Inc 3.12% to 3.43%; Builders FirstSource Inc 3.08% to 3.38%; A O Smith Corp 3.3% to 3.59%; Advanced Drainage Systems Inc 3.12% to 3.4%. Largest decreases: Tri Pointe Homes Inc 3.3% to 2.24%; Century Communities Inc 2.29% to 1.68%; Cavco Industries Inc 2.1% to 1.5%; LGI Homes Inc 1.97% to 1.46%; M/I Homes Inc 2.87% to 2.47%; KB Home 3.41% to 3.18%. New: State Street Global Advisors (0.04%). Gone: State Street Global Advisors (0.05%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 25 Nov 2024 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 4 added (8.48% of the fund), 4 dropped (12.52%). Turnover proxy 20.2%. Largest increases: Tri Pointe Homes Inc 1.28% to 3.3%; Taylor Morrison Home Corp 1.98% to 3.32%; Century Communities Inc 1% to 2.29%; Green Brick Partners Inc 0.73% to 1.97%; M/I Homes Inc 1.71% to 2.87%; Installed Building Products Inc 2.19% to 3.19%. Largest decreases: Williams-Sonoma Inc 4.59% to 3.12%; Floor & Decor Holdings Inc 3.54% to 2.8%; TopBuild Corp 3.67% to 3.09%; Builders FirstSource Inc 3.54% to 3.08%; Toll Brothers Inc 3.64% to 3.21%; PulteGroup Inc 3.63% to 3.21%. New: KB Home (3.41%), Meritage Homes Corp (3.26%), Hovnanian Enterprises Inc (0.94%), Beazer Homes USA Inc (0.87%). Gone: Fortune Brands Innovations Inc (3.53%), Tempur Sealy International Inc (3.52%), Trex Co Inc (3.13%), MDC Holdings Inc (2.34%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Aug 2024 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.8%. Largest increases: MDC Holdings Inc 0.97% to 2.34%; Installed Building Products Inc 1.43% to 2.19%; Williams-Sonoma Inc 3.87% to 4.59%; Fortune Brands Innovations Inc 2.85% to 3.53%; M/I Homes Inc 1.06% to 1.71%; TopBuild Corp 3.21% to 3.67%. Largest decreases: Builders FirstSource Inc 4.22% to 3.54%; Floor & Decor Holdings Inc 4.12% to 3.54%; Toll Brothers Inc 4.13% to 3.64%; Carrier Global Corp 3.88% to 3.4%; Home Depot Inc/The 3.96% to 3.49%; DR Horton Inc 4.1% to 3.64%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 May 2024 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.6%. Largest increases: Builders FirstSource Inc 3.58% to 4.22%; TopBuild Corp 2.71% to 3.21%; Toll Brothers Inc 3.68% to 4.13%; DR Horton Inc 3.68% to 4.1%; A O Smith Corp 2.95% to 3.33%; Lowe's Cos Inc 3.61% to 4%. Largest decreases: Taylor Morrison Home Corp 2.15% to 1.57%; Advanced Drainage Systems Inc 3.49% to 2.97%; Williams-Sonoma Inc 4.35% to 3.87%; Fortune Brands Innovations Inc 3.3% to 2.85%; Carlisle Cos Inc 4.15% to 3.71%; Tri Pointe Homes Inc 1.42% to 1.03%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Feb 2024 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 1 added (0.28% of the fund), 1 dropped (3.69%). Turnover proxy 5.4%. Largest increases: Advanced Drainage Systems Inc 2.65% to 3.49%; Williams-Sonoma Inc 3.51% to 4.35%; Green Brick Partners Inc 0.53% to 1.03%; TopBuild Corp 2.29% to 2.71%; Trex Co Inc 2.5% to 2.86%; Tempur Sealy International Inc 3.22% to 3.56%. Largest decreases: Builders FirstSource Inc 3.93% to 3.58%; Skyline Champion Corp 1.31% to 1.03%; Lowe's Cos Inc 3.81% to 3.61%; PulteGroup Inc 3.8% to 3.69%; A O Smith Corp 3.06% to 2.95%; Carrier Global Corp 3.87% to 3.78%. New: Dream Finders Homes Inc (0.28%). Gone: Whirlpool Corp (3.69%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Nov 2023 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.5%. Largest increases: Allegion plc 3% to 3.76%; Tri Pointe Homes Inc 0.59% to 1.28%; Carlisle Cos Inc 3.4% to 3.89%; Taylor Morrison Home Corp 1.41% to 1.88%; Lennox International Inc 3.4% to 3.79%; M/I Homes Inc 0.62% to 1%. Largest decreases: Floor & Decor Holdings Inc 4.39% to 3.82%; PulteGroup Inc 4.23% to 3.8%; Williams-Sonoma Inc 3.92% to 3.51%; LGI Homes Inc 1.26% to 0.91%; Lennar Corp 4.19% to 3.87%; Home Depot Inc/The 4% to 3.68%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Aug 2023 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 1 added (3.15% of the fund), 1 dropped (3.16%). Turnover proxy 7%. Largest increases: Floor & Decor Holdings Inc 3.67% to 4.39%; Installed Building Products Inc 0.6% to 1.02%; LGI Homes Inc 0.86% to 1.26%; A O Smith Corp 2.91% to 3.25%; Century Communities Inc 0.55% to 0.85%; Owens Corning 3.67% to 3.95%. Largest decreases: Advanced Drainage Systems Inc 3.75% to 2.87%; Allegion plc 3.52% to 3%; Trex Co Inc 2.82% to 2.3%; Carlisle Cos Inc 3.79% to 3.4%; Lennox International Inc 3.71% to 3.4%; MDC Holdings Inc 1.04% to 0.81%. New: Tempur Sealy International Inc (3.15%). Gone: Mohawk Industries Inc (3.16%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 30 May 2023 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.9%. Largest increases: A O Smith Corp 2.3% to 2.91%; Lennox International Inc 3.13% to 3.71%; Williams-Sonoma Inc 3.61% to 3.99%; Mohawk Industries Inc 2.8% to 3.16%; Advanced Drainage Systems Inc 3.45% to 3.75%; Toll Brothers Inc 3.4% to 3.69%. Largest decreases: Builders FirstSource Inc 4.43% to 3.97%; Tri Pointe Homes Inc 1.21% to 0.78%; Carlisle Cos Inc 4.18% to 3.79%; Masco Corp 4.11% to 3.78%; Owens Corning 3.98% to 3.67%; Home Depot Inc/The 4.23% to 3.94%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Feb 2023 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 7.1%. Largest increases: Advanced Drainage Systems Inc 2.31% to 3.45%; Builders FirstSource Inc 3.53% to 4.43%; Owens Corning 3.29% to 3.98%; Lennar Corp 3.75% to 4.3%; DR Horton Inc 3.72% to 4.22%; Carlisle Cos Inc 3.67% to 4.18%. Largest decreases: Lennox International Inc 4.06% to 3.13%; Mohawk Industries Inc 3.72% to 2.8%; Trex Co Inc 3.62% to 2.71%; A O Smith Corp 3.13% to 2.3%; LGI Homes Inc 1.77% to 1.1%; Century Communities Inc 1.14% to 0.61%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Nov 2022 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 1 added (2.31% of the fund), 1 dropped (3.77%). Turnover proxy 7.1%. Largest increases: Carlisle Cos Inc 3.32% to 3.67%; PulteGroup Inc 3.39% to 3.73%; LGI Homes Inc 1.43% to 1.77%; Fortune Brands Home & Security Inc 3.32% to 3.63%; Trex Co Inc 3.31% to 3.62%; Lowe's Cos Inc 3.42% to 3.71%. Largest decreases: Owens Corning 3.83% to 3.29%; A O Smith Corp 3.64% to 3.13%; Skyline Champion Corp 1.79% to 1.35%; Johnson Controls International plc 4.07% to 3.65%; TopBuild Corp 2.6% to 2.33%; Tri Pointe Homes Inc 1.46% to 1.22%. New: Advanced Drainage Systems Inc (2.31%). Gone: RH (3.77%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Aug 2022 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.7%. Largest increases: Carlisle Cos Inc 2.4% to 3.32%; Toll Brothers Inc 2.71% to 3.49%; Skyline Champion Corp 1.03% to 1.79%; Century Communities Inc 0.84% to 1.26%; TopBuild Corp 2.28% to 2.6%; RH 3.45% to 3.77%. Largest decreases: Builders FirstSource Inc 4.19% to 3.26%; Fortune Brands Home & Security Inc 3.91% to 3.32%; PulteGroup Inc 3.95% to 3.39%; Whirlpool Corp 3.96% to 3.5%; Lowe's Cos Inc 3.84% to 3.42%; Mohawk Industries Inc 3.97% to 3.56%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 May 2022 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.4%. Largest increases: Fortune Brands Home & Security Inc 3.06% to 3.91%; A O Smith Corp 2.67% to 3.43%; Owens Corning 3.29% to 3.74%; Johnson Controls International plc 3.68% to 3.98%; Builders FirstSource Inc 3.92% to 4.19%; Allegion plc 3.71% to 3.93%. Largest decreases: TopBuild Corp 2.84% to 2.28%; Toll Brothers Inc 3.27% to 2.71%; Century Communities Inc 1.36% to 0.84%; Taylor Morrison Home Corp 1.64% to 1.17%; RH 3.89% to 3.45%; Carlisle Cos Inc 2.76% to 2.4%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Feb 2022 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 1 added (2.76% of the fund), 1 dropped (3.52%). Turnover proxy 7.5%. Largest increases: Williams-Sonoma Inc 3.33% to 4.01%; Builders FirstSource Inc 3.45% to 3.92%; Lowe's Cos Inc 3.6% to 4.02%; Whirlpool Corp 3.42% to 3.83%; Home Depot Inc/The 3.64% to 4.01%; RH 3.52% to 3.89%. Largest decreases: LGI Homes Inc 2.24% to 1.4%; A O Smith Corp 3.38% to 2.67%; Green Brick Partners Inc 0.88% to 0.37%; Fortune Brands Home & Security Inc 3.58% to 3.06%; TopBuild Corp 3.18% to 2.84%; MDC Holdings Inc 1.34% to 1.08%. New: Carlisle Cos Inc (2.76%). Gone: Tempur Sealy International Inc (3.52%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Nov 2021 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.1%. Largest increases: Tempur Sealy International Inc 2.34% to 3.52%; Floor & Decor Holdings Inc 3.07% to 3.82%; LGI Homes Inc 1.5% to 2.24%; Century Communities Inc 0.8% to 1.47%; TopBuild Corp 2.55% to 3.18%; A O Smith Corp 2.9% to 3.38%. Largest decreases: Williams-Sonoma Inc 4.75% to 3.33%; RH 4.53% to 3.52%; Whirlpool Corp 3.8% to 3.42%; Lowe's Cos Inc 3.97% to 3.6%; Home Depot Inc/The 4.01% to 3.64%; PulteGroup Inc 3.92% to 3.56%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Aug 2021 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 2 added (4.06% of the fund), 2 dropped (3.94%). Turnover proxy 8.7%. Largest increases: Williams-Sonoma Inc 3.96% to 4.75%; Mohawk Industries Inc 2.87% to 3.65%; Owens Corning 3.05% to 3.67%; A O Smith Corp 2.46% to 2.9%; Toll Brothers Inc 3.37% to 3.66%; Lennox International Inc 3.12% to 3.4%. Largest decreases: Johnson Controls International plc 4.18% to 3.46%; Trane Technologies PLC 4.24% to 3.63%; Tempur Sealy International Inc 2.75% to 2.34%; Allegion PLC 3.83% to 3.43%; Masco Corp 4.13% to 3.78%; Floor & Decor Holdings Inc 3.4% to 3.07%. New: Builders FirstSource Inc (3.56%), Green Brick Partners Inc (0.51%). Gone: Leggett & Platt Inc (2.01%), Helen of Troy Ltd (1.94%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 May 2021 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.6%. Largest increases: Helen of Troy Ltd 1.36% to 1.94%; Tempur Sealy International Inc 2.19% to 2.75%; Allegion PLC 3.36% to 3.83%; Installed Building Products Inc 0.85% to 1.24%; Masco Corp 3.79% to 4.13%; Owens Corning 2.75% to 3.05%. Largest decreases: Trex Co Inc 4.23% to 2.72%; Mohawk Industries Inc 4.05% to 2.87%; Floor & Decor Holdings Inc 3.76% to 3.4%; Toll Brothers Inc 3.67% to 3.37%; Whirlpool Corp 4.29% to 4.01%; Taylor Morrison Home Corp 1.58% to 1.3%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Feb 2021 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 1 added (4.04% of the fund), 1 dropped (1.82%). Turnover proxy 7.4%. Largest increases: TopBuild Corp 1.7% to 2.2%; Trane Technologies PLC 3.74% to 4.17%; DR Horton Inc 3.91% to 4.27%; PulteGroup Inc 3.82% to 4.12%; Lennar Corp 3.96% to 4.25%; Carrier Global Corp 3.92% to 4.21%. Largest decreases: Lennox International Inc 4.05% to 2.99%; Tempur Sealy International Inc 3.16% to 2.19%; A O Smith Corp 3.45% to 2.52%; Allegion PLC 3.8% to 3.36%; Taylor Morrison Home Corp 1.96% to 1.58%; Masco Corp 4.17% to 3.79%. New: RH (4.04%). Gone: Armstrong World Industries Inc (1.82%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Nov 2020 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/35 positions became 36: 2 added (7.67% of the fund), 1 dropped (1.61%). Turnover proxy 13.2%. Largest increases: Toll Brothers Inc 2.4% to 3.64%; Trex Co Inc 3.44% to 4.39%; Tempur Sealy International Inc 2.3% to 3.16%; Floor & Decor Holdings Inc 2.82% to 3.67%; LGI Homes Inc 1.16% to 1.59%; Taylor Morrison Home Corp 1.73% to 1.96%. Largest decreases: Home Depot Inc/The 6.08% to 3.93%; Owens Corning 4.19% to 3.03%; Lowe's Cos Inc 5.06% to 4.08%; Masco Corp 5.12% to 4.17%; Johnson Controls International plc 4.64% to 3.77%; Lennox International Inc 4.86% to 4.05%. New: Carrier Global Corp (3.92%), Trane Technologies PLC (3.74%). Gone: Aaron's Inc (1.61%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Aug 2020 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 35: 0 added (0% of the fund), 1 dropped (0.44%). Turnover proxy 7.1%. Largest increases: Home Depot Inc/The 4.6% to 6.08%; Trex Co Inc 2.5% to 3.44%; AO Smith Corp 3.36% to 4.12%; Lennox International Inc 4.23% to 4.86%; Armstrong World Industries Inc 1.92% to 2.51%; Allegion PLC 3.78% to 4.31%. Largest decreases: Aaron's Inc 2.62% to 1.61%; Toll Brothers Inc 3.18% to 2.4%; Tempur Sealy International Inc 2.96% to 2.3%; Mohawk Industries Inc 4.46% to 3.85%; Leggett & Platt Inc 2.69% to 2.18%; Taylor Morrison Home Corp 2.23% to 1.73%. Gone: William Lyon Homes (0.44%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Jun 2020 12:00:00 GMThttps://themulden.com/funds/xhb/https://themulden.com/funds/xhb/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.9%. Largest increases: Taylor Morrison Home Corp 1.26% to 2.23%; Leggett & Platt Inc 2.21% to 2.69%; TRI Pointe Group Inc 1.1% to 1.48%; Aaron's Inc 2.24% to 2.62%; MDC Holdings Inc 0.88% to 1.23%; Masco Corp 4.28% to 4.61%. Largest decreases: AO Smith Corp 4.21% to 3.36%; Trex Co Inc 3.19% to 2.5%; Toll Brothers Inc 3.59% to 3.18%; DR Horton Inc 4.72% to 4.34%; Cavco Industries Inc 0.91% to 0.55%; Lennox International Inc 4.58% to 4.23%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Feb 2020 12:00:00 GMT