Doug Moe

@Teamwork Financial Advisors, Llc

Latest period2024 - Q4

Reported2d 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
DHRDanaher Corporation Recent Activity Decreased -58.43%	0.04%	$258,015 1,124 shares@ $229.56 avg price	Decreased -58.43%
IWMIshares Tr Recent Activity Decreased -63.59%	0.04%	$249,746 1,130 shares@ $221.02 avg price	Decreased -63.59%
ARCCAres Capital Corp Recent Activity Decreased -8.29%	0.04%	$233,392 10,662 shares@ $21.9 avg price	Decreased -8.29%
DIVGlobal X Fds Recent Activity Decreased -1.26%	0.04%	$233,132 12,930 shares@ $18.04 avg price	Decreased -1.26%
BTIBritish Amern Tob Plc Recent Activity Decreased -3.5%	0.03%	$208,259 5,734 shares@ $36.33 avg price	Decreased -3.5%
PSECProspect Cap Corp Recent Activity Decreased -44.13%	0.02%	$153,714 35,484 shares@ $4.34 avg price	Decreased -44.13%
SACHSachem Cap Corp Recent Activity Decreased -27.36%	0.01%	$73,105 54,152 shares@ $1.35 avg price	Decreased -27.36%
OXLCOxford Lane Cap Corp Recent Activity Decreased -9.05%	0.01%	$68,830 13,576 shares@ $5.07 avg price	Decreased -9.05%
MPWMedical Pptys Trust Inc Recent Activity Decreased -18.15%	0.01%	$68,796 17,417 shares@ $3.95 avg price	Decreased -18.15%