Angel Oak Financial Strategies Income Term Trust (FINS)

• Market cap: $327M
• 1 day: 0.38%
• 5 days: 0.38%
• 1 month: 0.46%
• 3 months: -1.44%
• 6 months: -1.66%
• Year to date: 1.72%
• 1 year: 3.25%
• 5 years: -18.19%
• 10 years: -34.80%
• Sector: Financials
• Industry: Asset Management

About: Angel Oak Financial Strats Income Term is a non-diversified, closed-end management investment company. The fund's objective is to seek current income with a secondary objective of total return. In pursuing its investment objective, the fund invests mainly in debt issued by financial institutions, including subordinated debt, unrated debt, senior debt, and high-yield securities.

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

8% more capital invested

Capital invested by funds: $180M [Q4 2024] → $194M (+$14.4M) [Q1 2025]

0.99% more ownership

Funds ownership: 56.49% [Q4 2024] → 57.48% (+0.99%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

8% less funds holding

Funds holding: 38 [Q4 2024] → 35 (-3) [Q1 2025]

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5