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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
PDNInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$652,648
20,194 shares@ $32.32 avg price
VFHVanguard World Fd
Recent Activity
Exited
0%
$652,017
6,528 shares@ $99.89 avg price
AAgilent Technologies Inc
Recent Activity
Exited
0%
$650,780
5,020 shares@ $129.64 avg price
MODModine Mfg Co
Recent Activity
Exited
0%
$599,087
5,980 shares@ $100.19 avg price
ACWXIshares Tr
Recent Activity
Exited
0%
$593,853
11,177 shares@ $53.14 avg price
ODFLOld Dominion Freight Line In
Recent Activity
Exited
0%
$576,276
3,263 shares@ $176.61 avg price
KOPKoppers Holdings Inc
Recent Activity
Exited
0%
$567,427
15,340 shares@ $37.0 avg price
AMHAmerican Homes 4 Rent
Recent Activity
Exited
0%
$543,973
14,639 shares@ $37.16 avg price
STNGScorpio Tankers Inc
Recent Activity
Exited
0%
$542,945
6,679 shares@ $81.3 avg price
AMKRAmkor Technology Inc
Recent Activity
Exited
0%
$497,128
12,422 shares@ $40.02 avg price