ANGEL OAK CAPITAL ADVISORS, LLC

PrivateCIK: 1613158
Location

ATLANTA, GA

30
Positions
$79.27M
Total AUM (reported)
6.13M
Total Shares

Allocation by class

TOTAL AUM$79.27M30 positions
SR LN ETF$36.41M45.9%
COM$17.75M22.4%
HIGH YIELD OPPOR$6.50M8.2%
COM NEW$5.41M6.8%
TOTAL RETURN ETF$4.71M5.9%
BROAD USD HIGH$3.47M4.4%
MORTGAGE BACKED$3.23M4.1%

Portfolio Concentration

Top 360.1%4–1020.8%11–2517.0%Rest2.1%TOP 1080.9%0%100%
Top 3$47.62M60.1%
4–10$16.51M20.8%
11–25$13.48M17.0%
Rest$1.67M2.1%

Top 3 weight

60.1%

Top 10 weight

80.9%

Voting Authority Distribution

Total shares with voting rights: 6.13M

Sole

Full voting authority

6.13M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:

INVESCO EXCH TRADED FD TR II

SOLE
SR LN ETF
Shares1.79M
TypeSH
Market value$36.41M
45.92%
Sole
1.79M
Shared
0.00
None
0.00

ANGEL OAK FUNDS TRUST

SOLE
HIGH YIELD OPPOR
Shares590.97K
TypeSH
Market value$6.50M
8.20%
Sole
590.97K
Shared
0.00
None
0.00

ANGEL OAK FUNDS TRUST

SOLE
TOTAL RETURN ETF
Shares95.40K
TypeSH
Market value$4.71M
5.94%
Sole
95.40K
Shared
0.00
None
0.00

ISHARES TR

SOLE
BROAD USD HIGH
Shares93.67K
TypeSH
Market value$3.47M
4.37%
Sole
93.67K
Shared
0.00
None
0.00

ANGEL OAK FUNDS TRUST

SOLE
MORTGAGE BACKED
Shares374.67K
TypeSH
Market value$3.23M
4.08%
Sole
374.67K
Shared
0.00
None
0.00

PATRIOT NATL BANCORP INC

SOLE
COM NEW
Shares2.66M
TypeSH
Market value$2.55M
3.22%
Sole
2.66M
Shared
0.00
None
0.00

GREENE CNTY BANCORP INC

SOLE
COM
Shares61K
TypeSH
Market value$2.05M
2.58%
Sole
61K
Shared
0.00
None
0.00

UMB FINL CORP

SOLE
COM
Shares13.60K
TypeSH
Market value$1.94M
2.45%
Sole
13.60K
Shared
0.00
None
0.00

PREFERRED BK LOS ANGELES CA

SOLE
COM NEW
Shares15.50K
TypeSH
Market value$1.65M
2.08%
Sole
15.50K
Shared
0.00
None
0.00

ELLINGTON FINANCIAL INC

SOLE
COM
Shares119.25K
TypeSH
Market value$1.62M
2.05%
Sole
119.25K
Shared
0.00
None
0.00

FIRST CTZNS BANCSHARES INC D

SOLE
CL A
Shares750.00
TypeSH
Market value$1.56M
1.97%
Sole
750.00
Shared
0.00
None
0.00

M & T BK CORP

SOLE
COM
Shares6K
TypeSH
Market value$1.43M
1.80%
Sole
6K
Shared
0.00
None
0.00

PLUMAS BANCORP

SOLE
COM
Shares23.70K
TypeSH
Market value$1.39M
1.75%
Sole
23.70K
Shared
0.00
None
0.00

BANK7 CORP

SOLE
COM
Shares22K
TypeSH
Market value$1.08M
1.36%
Sole
22K
Shared
0.00
None
0.00

PROSPERITY BANCSHARES INC

SOLE
COM
Shares13.90K
TypeSH
Market value$1.02M
1.28%
Sole
13.90K
Shared
0.00
None
0.00

PENNYMAC MTG INVT TR

SOLE
COM
Shares81.18K
TypeSH
Market value$915.7K
1.16%
Sole
81.18K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares6K
TypeSH
Market value$839.8K
1.06%
Sole
6K
Shared
0.00
None
0.00

COLUMBIA BKG SYS INC

SOLE
COM
Shares25K
TypeSH
Market value$801.3K
1.01%
Sole
25K
Shared
0.00
None
0.00

SOUTHSTATE BK CORP

SOLE
COM
Shares8K
TypeSH
Market value$799.2K
1.01%
Sole
8K
Shared
0.00
None
0.00

FIRST UTD CORP

SOLE
COM
Shares17K
TypeSH
Market value$749.9K
0.95%
Sole
17K
Shared
0.00
None
0.00

PINNACLE FINL PARTNERS INC

SOLE
COM
Shares7K
TypeSH
Market value$706.2K
0.89%
Sole
7K
Shared
0.00
None
0.00

SERVISFIRST BANCSHARES INC

SOLE
COM
Shares8K
TypeSH
Market value$694.0K
0.88%
Sole
8K
Shared
0.00
None
0.00

FS BANCORP INC

SOLE
COM
Shares13K
TypeSH
Market value$564.2K
0.71%
Sole
13K
Shared
0.00
None
0.00

EAGLE BANCORP INC MD

SOLE
COM
Shares17K
TypeSH
Market value$482.6K
0.61%
Sole
17K
Shared
0.00
None
0.00

STOCK YDS BANCORP INC

SOLE
COM
Shares6K
TypeSH
Market value$458.8K
0.58%
Sole
6K
Shared
0.00
None
0.00
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