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PGFC

Peapack-Gladstone Financial Corp Portfolio holdings

AUM $7.82B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.51B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.87M
3
+$7.04M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.69M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.6M

Top Sells

1
+$8.71M
2
+$6.95M
3
+$3.45M
4
CVS icon
CVS Health
CVS
+$3.16M
5
AAPL icon
Apple
AAPL
+$2.89M

Sector Composition

1 Technology 17.03%
2 Financials 10.73%
3 Healthcare 9.66%
4 Industrials 7.52%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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702
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703
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704
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705
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707
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710
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714
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715
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717
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-2,401
718
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