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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IHIIshares Tr Tr U.s. Me
Recent Activity
Increased 9.33%
0.45%
$18.829M
317,949 shares@ $59.23 avg price
VCLTVanguard Scottsdale F
Recent Activity
Decreased -0.85%
0.42%
$17.841M
219,635 shares@ $81.23 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 2.65%
0.41%
$17.393M
209,548 shares@ $83.01 avg price
UNHUnitedhealth Group In
Recent Activity
Increased 9.81%
0.38%
$16.081M
27,503 shares@ $584.7 avg price
FLJPFranklin Templeton Et
Recent Activity
Increased 8.52%
0.38%
$16.037M
527,174 shares@ $30.43 avg price
BSCTInvesco Exch Trd Slf
Recent Activity
Increased 14.62%
0.38%
$15.94M
847,419 shares@ $18.81 avg price
EOGEog Res Inc Com
Recent Activity
Increased 7.21%
0.38%
$15.921M
129,515 shares@ $122.94 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 13.21%
0.35%
$14.844M
126,636 shares@ $117.23 avg price
PLDPrologis Inc. Com
Recent Activity
Decreased -40.03%
0.34%
$14.351M
113,646 shares@ $126.29 avg price
EUFNIshares Tr Msci Euro
Recent Activity
Increased 7.35%
0.29%
$12.099M
489,233 shares@ $24.74 avg price