Puplava Financial Services, Inc.
Q1 2014 13F-HR Holdings
Net value change ($000)
-6,398
(-2.7%)
New positions
21
Sold out positions
27
Turnover %
30.4%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| UNH | 4,882 | NEW |
| MRK | 4,685 | NEW |
| TEL | 3,533 | NEW |
| CVS | 3,052 | 224.1% |
| Vaneck Vectors Gold Miners ETF | 3,013 | NEW |
| GSK | 2,528 | NEW |
| AMGN | 2,520 | NEW |
| AMAT | 2,084 | 29.7% |
| U S G CORP COM NEW | 1,928 | NEW |
| XLNX | 1,883 | 71.2% |
Top Reduces (Value $000, Stocks/ETFs)
| LIFE TECHNOLOGIES | -12,321 | -100.0% |
| COST | -7,630 | -100.0% |
| NWL | -4,488 | -100.0% |
| V | -4,380 | -61.9% |
| FDX | -3,930 | -100.0% |
| PG | -3,147 | -80.2% |
| SBUX | -2,677 | -34.8% |
| CMI | -1,898 | -40.5% |
| PEP | -1,820 | -100.0% |
| SILVER WHEATON CORP | -1,687 | -61.7% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|