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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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -12.63%
0.4%
$13.061M
22,339 shares@ $584.67 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.09%
0.38%
$12.499M
63,292 shares@ $197.48 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.96%
0.38%
$12.463M
106,318 shares@ $117.22 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.56%
0.38%
$12.444M
154,101 shares@ $80.76 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -7.69%
0.35%
$11.332M
67,780 shares@ $167.19 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -7.54%
0.34%
$11.007M
184,957 shares@ $59.52 avg price
MUBIshares Tr
Recent Activity
Decreased -3.96%
0.31%
$10.076M
92,756 shares@ $108.63 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -1.99%
0.31%
$10.067M
200,212 shares@ $50.29 avg price
IEMGIshares Inc
Recent Activity
Decreased -6.07%
0.3%
$9.856M
171,675 shares@ $57.42 avg price
XTIshares Tr
Recent Activity
Decreased -3.09%
0.3%
$9.813M
161,191 shares@ $60.88 avg price