Doug Moe
@Teamwork Financial Advisors, Llc
Latest period2024 - Q4ReportedManaged Assets$769.815MTotal 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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HFROHighland Opportunities
| 0.01% | $5,165 16,141 shares@ $0.32 avg price | New Position |