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AOCA

Angel Oak Capital Advisors Portfolio holdings

AUM $90M
1-Year Est. Return 4.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$67.7M
2
+$3.49M
3
+$464K
4
FLG
Flagstar Bank National Association
FLG
+$119K
5
FCNCA icon
First Citizens BancShares
FCNCA
+$59.1K

Top Sells

1
+$3.82M
2
+$3.77M
3
+$3.41M
4
RITM icon
Rithm Capital
RITM
+$3.14M
5
PNBK icon
Patriot National Bancorp
PNBK
+$1.57M

Sector Composition

1 Financials 15.18%
2 Real Estate 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$414K 0.33%
30,000
27
$311K 0.24%
11,000
28
$299K 0.23%
30,500
29
$290K 0.23%
100,000
30
$289K 0.23%
25,000
+10,000
31
$285K 0.22%
25,000
-258,870
32
$195K 0.15%
149,771
-1,039,395
33
$193K 0.15%
10,000
34
– –
-47,400
35
– –
-38,800
1
2