PUPLAVA FINANCIAL Overview

Puplava Financial Services is a hedge fund that manages 328.6 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/06 to 12/31/16. The fund's latest filing disclosed 157MM in positions, representing 48% of the manager's regulatory AUM.

PUPLAVA FINANCIAL StockAlpha

-2.8%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PUPLAVA FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XLP 9.35% ETF 6.53% 0.26% 0 6%
VYM 5.44% ETF 1.57% -0.15% 0 3%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

PUPLAVA FINANCIAL Founders and Key Employees

Name Title In Position Since
James J. Puplava President March-1985
Sandra A. Pappalardo Chief Operating Officer June-2013
Sandra A. Pappalardo Chief Compliance Officer June-2013

PUPLAVA FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

PUPLAVA FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


PFS's security analysis methods include fundamental and technical analysis.

The main sources of information for analysis include financial newspapers and magazines, research material provided by others, corporate ratings services and company filings (including annual reports, prospectuses, and filings with the Securities and Exchange Commission).

PFS's investment strategies used to implement any investment advice given to clients includes long term purchases (securities held at least a year), short term purchases (securities sold within a year), trading (securities sold within 30 days), margin transactions and option writing (including covered options, uncovered options or spreading strategies).

PFS offers advice on the following securities: equity securities including exchange-listed securities, securities traded over-the-counter and foreign issuers, warrants, corporate bonds, municipa...
Unlock Full Investment Process Description

PUPLAVA FINANCIAL Portfolio Concentration

PUPLAVA FINANCIAL Location

10809 THORNMINT ROAD
2ND FLOOR
SAN DIEGO, California
UNITED STATES, 92127

PUPLAVA FINANCIAL Contact Information

Phone Number: 858-487-3939
Fax Number: 858-487-3969
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A