Doug Moe

@Teamwork Financial Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$769.815M

Total holdings160

Assets growth rate6.7%

Assets growth rate (2-Q avg)6.8%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Teamwork Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Teamwork Financial Advisors, 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 - Q4, they manage 769.815M in assets, with a quarterly growth rate of 6.7% and a 2-quarter average growth rate of 6.8%. The portfolio is managed by Doug Moe, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
UCTTUltra Clean Hldgs Inc Recent Activity Exited	0%	$327,426 8,200 shares@ $39.93 avg price	Exited
RNAAvidity Biosciences Inc Recent Activity Exited	0%	$321,510 7,000 shares@ $45.93 avg price	Exited
MRKMerck & Co Inc Recent Activity Exited	0%	$312,989 2,756 shares@ $113.57 avg price	Exited
AIRAar Corp Recent Activity Exited	0%	$310,460 4,750 shares@ $65.36 avg price	Exited
USMVIshares Tr Recent Activity Exited	0%	$301,505 3,302 shares@ $91.31 avg price	Exited
VECOVeeco Instrs Inc Del Recent Activity Exited	0%	$291,544 8,800 shares@ $33.13 avg price	Exited
SUNSunoco Lp Sunoco Fin Corp Recent Activity Exited	0%	$269,850 5,027 shares@ $53.69 avg price	Exited
AMKRAmkor Technology Inc Recent Activity Exited	0%	$269,280 8,800 shares@ $30.6 avg price	Exited
ACLSAxcelis Technologies Inc Recent Activity Exited	0%	$262,125 2,500 shares@ $104.85 avg price	Exited
VTIVanguard Index Fds Recent Activity Exited	0%	$261,059 922 shares@ $283.15 avg price	Exited