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James Cannon

@Dynamic Advisor Solutions Llc

Latest period2024 - Q3ReportedManaged Assets$3.332BTotal holdings925
Assets growth rate4.93%Assets growth rate (2-Q avg)6.07%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Advisor Solutions Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 925 positions.

Assets under management

The assets under management (AUM) of Dynamic Advisor Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.332B in assets, with a quarterly growth rate of 4.93% and a 2-quarter average growth rate of 6.07%. The portfolio is managed by James Cannon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Decreased -3.26%
2.46%
$81.917M
167,838 shares@ $488.07 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.81%
2.07%
$68.893M
160,105 shares@ $430.31 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -0.4%
1.22%
$40.438M
650,121 shares@ $62.2 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.83%
1.1%
$36.498M
128,897 shares@ $283.16 avg price
IJHIshares Tr
Recent Activity
Decreased -0.39%
0.89%
$29.524M
473,750 shares@ $62.33 avg price
IWBIshares Tr
Recent Activity
Decreased -2.28%
0.88%
$29.059M
92,429 shares@ $314.4 avg price
IEFAIshares Tr
Recent Activity
Decreased -6%
0.87%
$28.704M
367,768 shares@ $78.05 avg price
IWDIshares Tr
Recent Activity
Decreased -0.57%
0.77%
$25.371M
133,674 shares@ $189.81 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -1.55%
0.71%
$23.587M
97,042 shares@ $243.06 avg price
IJRIshares Tr
Recent Activity
Decreased -0.69%
0.65%
$21.352M
182,555 shares@ $116.97 avg price