Angel Oak Capital Advisors, LLC

data from 30/09/2025

Capitalization

$ 127.328 M 79.95 %

Average holding period

3 ans

Performance

$ 2.065 M 2.81 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Angel Oak Capital Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 USHY ISHARES TR 55.06% 70.112 M $ 1855800 2024/12/31 13.095 K $ 0.72 %
2025/09/30 MBS ANGEL OAK FUNDS TRUST 12.33% 15.701 M $ 1799522 2024/12/31 125.687 K $ 1.04 %
2025/09/30 AOHY ANGEL OAK FUNDS TRUST 12.06% 15.354 M $ 1370866 2024/12/31 100.552 K $ 0.54 %
2025/09/30 NLY ANNALY CAPITAL MANAGEMENT IN 1.58% 2.018 M $ 99833 2024/12/31 138.767 K $ 7.39 %
2025/09/30 UMBF UMB FINL CORP 1.26% 1.610 M $ 13600 2025/03/31 179.383 K $ 12.54 %
2025/09/30 KINS KINGSTONE COS INC 1.25% 1.591 M $ 108249 2024/12/31 -97.446 K $ -4.61 %
2025/09/30 EFC ELLINGTON FINANCIAL INC 1.22% 1.548 M $ 119250 2024/12/31 -1.192 K $ -0.08 %
2025/09/30 RWT REDWOOD TRUST INC 1.20% 1.530 M $ 264257 2024/12/31 -31.710 K $ -2.03 %
2025/09/30 FCNCA FIRST CTZNS BANCSHARES INC D 1.13% 1.440 M $ 805 2024/12/31 -129.665 K $ -8.55 %
2025/09/30 GCBC GREENE CNTY BANCORP INC 1.02% 1.300 M $ 57500 2024/12/31 21.660 K $ 1.71 %
2025/09/30 PLBC PLUMAS BANCORP 0.95% 1.208 M $ 28000 2024/12/31 -35.244 K $ -2.97 %
2025/09/30 PMT PENNYMAC MTG INVT TR 0.91% 1.155 M $ 94182 2024/12/31 -56.509 K $ -4.67 %
2025/09/30 C CITIGROUP INC 0.88% 1.117 M $ 11000 2025/03/31 180.179 K $ 19.24 %
2025/09/30 FUNC FIRST UTD CORP 0.80% 1.019 M $ 27700 2024/12/31 194.112 K $ 18.57 %
2025/09/30 BSVN BANK7 CORP 0.80% 1.018 M $ 22000 2024/12/31 119.880 K $ 10.61 %
2025/09/30 PB PROSPERITY BANCSHARES INC 0.72% 922.265 K $ 13900 2025/03/31 -54.071 K $ -5.54 %
2025/09/30 EGBN EAGLE BANCORP INC MD 0.71% 901.812 K $ 44600 2024/12/31 35.223 K $ 3.80 %
2025/09/30 COLB COLUMBIA BKG SYS INC 0.71% 900.900 K $ 35000 2024/12/31 108.559 K $ 10.09 %
2025/09/30 WAL WESTERN ALLIANCE BANCORP 0.68% 867.200 K $ 10000 2024/12/31 96.139 K $ 11.21 %
2025/09/30 EWBC EAST WEST BANCORP INC 0.63% 798.375 K $ 7500 2024/12/31 46.494 K $ 5.42 %
2025/09/30 MTB M & T BK CORP 0.62% 790.480 K $ 4000 2025/03/31 14.519 K $ 1.87 %
2025/09/30 FSBW FS BANCORP INC 0.56% 718.560 K $ 18000 2024/12/31 9.719 K $ 1.37 %
2025/09/30 SSB SOUTHSTATE BK CORP 0.40% 514.124 K $ 5200 2025/09/30 0.000 $ 0.00 %
2025/09/30 PNFP PINNACLE FINL PARTNERS INC 0.37% 468.950 K $ 5000 2024/12/31 -83.099 K $ -15.05 %
2025/09/30 PFBC PREFERRED BK LOS ANGELES CA 0.35% 451.950 K $ 5000 2025/09/30 0.000 $ 0.00 %
2025/09/30 FFIC FLUSHING FINL CORP 0.33% 414.300 K $ 30000 2024/12/31 57.899 K $ 16.25 %
2025/09/30 AROW ARROW FINL CORP 0.24% 311.300 K $ 11000 2025/03/31 20.679 K $ 7.12 %
2025/09/30 AGNC AGNC INVT CORP 0.23% 298.595 K $ 30500 2024/12/31 18.299 K $ 6.53 %
2025/09/30 ASRV AMERISERV FINL INC 0.23% 290.000 K $ 100000 2024/12/31 -14.000 K $ -4.61 %
2025/09/30 FLG FLAGSTAR FINANCIAL INC 0.23% 288.750 K $ 25000 2024/12/31 14.250 K $ 8.96 %
2025/09/30 RITM RITHM CAPITAL CORP 0.22% 284.750 K $ 25000 2024/12/31 28.387 K $ 0.89 %
2025/09/30 PNBK PATRIOT NATL BANCORP INC 0.15% 194.702 K $ 149771 2025/03/31 -261.616 K $ -14.47 %
2025/09/30 AMTB AMERANT BANCORP INC 0.15% 192.700 K $ 10000 2024/12/31 10.399 K $ 5.70 %
2025/09/30 SSB SOUTHSTATE CORPORATION 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 JNK SPDR SERIES TRUST 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 HYG ISHARES TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %