Julie Gibbs
@Riverfront Investment Group, Llc
Latest period2024 - Q3ReportedManaged Assets$4.25BTotal holdings214
Assets growth rate13.37%Assets growth rate (2-Q avg)9.49%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Riverfront Investment Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 214 positions.
Assets under management
The assets under management (AUM) of Riverfront Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.25B in assets, with a quarterly growth rate of 13.37% and a 2-quarter average growth rate of 9.49%. The portfolio is managed by Julie Gibbs, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VGINXJpmorgan Tr I Us Vlu
| 0% | $205,370 2,558 shares@ $80.29 avg price | Exited |
RTSSXRussell Invt Co Tax M
| 0% | $202,513 5,126 shares@ $39.51 avg price | Exited |
FTRBXFederated Total Retur
| 0% | $151,052 16,190 shares@ $9.33 avg price | Exited |
FIKMXFidelity Secs Fd Adv
| 0% | $139,495 11,913 shares@ $11.71 avg price | Exited |
RTXSXRussell Invt Co Tax M
| 0% | $127,109 10,548 shares@ $12.06 avg price | Exited |
BSBIXBaird Fds Inc Shrt Tr
| 0% | $117,784 12,544 shares@ $9.39 avg price | Exited |