FINSETF / FundAngel Oak Financial Strategies Income Term Trust
Verdicts genuinely change. Free email alert the moment FINS's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Angel Oak Financial Strategies Income Term Trust
266 holdings · as of 2026-07-31 (3.3 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 163% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED 11% of this fund's gross exposure is short across 37 positions. Our look-through asks what a fund owns and whether owning it is permissible; a short position is not ownership but an obligation to deliver something the fund does not hold, so a verdict computed as though this were a long-only portfolio would not describe it. The holdings are listed below, with the short positions marked.
266 holdings, 95 matched (34% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
19.39% of this portfolio’s income is non-permissible — weighted across holdings, computed over 5% of portfolio weight (14 of 266 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
All holdings (266) · showing 251–266
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| PLBC Plumas Bancorp | NON_COMPLIANT | 0.15% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FNB CORP | UNSCREENED | 0.13% | no in-house ratios for this holding |
| TRTX TPG RE FINANCE TRUST INC | NON_COMPLIANT | 0.12% | AAOIFI558.4% Usmani75.6% Dow Jones Islamic560.5% S&P Shariah618.8% MSCI Islamic75.6% MSCI Islamic M-Series618.8% FTSE Shariah75.6% |
| REVREPO43789TAB9 | UNSCREENED | 0.12% | no in-house ratios for this holding |
| REVREPO84470PAG4 | UNSCREENED | 0.12% | no in-house ratios for this holding |
| BSVN Bank7 Corp | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UNITED FIDELITY BK FSB | UNSCREENED | 0.11% | no in-house ratios for this holding |
| DIME COMMERCIAL INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| First United Corp | UNSCREENED | 0.10% | no in-house ratios for this holding |
| WAFD WAFD INC | NON_COMPLIANT | 0.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RILY BRC GROUP HOLDINGS INC | NON_COMPLIANT | 0.08% | AAOIFI14.0% Usmani2.0% Dow Jones Islamic21.1% S&P Shariah10.8% MSCI Islamic2.0% MSCI Islamic M-Series10.8% FTSE Shariah2.0% |
| AGNC Investment Corp | UNSCREENED | 0.07% | no in-house ratios for this holding |
| KEY KEYCORP | NON_COMPLIANT | 0.07% | AAOIFI47.1% Usmani5.7% Dow Jones Islamic56.9% S&P Shariah65.9% MSCI Islamic5.7% MSCI Islamic M-Series65.9% FTSE Shariah5.7% |
| HTH HILLTOP HOLDINGS INC | NON_COMPLIANT | 0.05% | AAOIFI56.0% Usmani7.9% Dow Jones Islamic61.8% S&P Shariah63.2% MSCI Islamic7.9% MSCI Islamic M-Series63.2% FTSE Shariah7.9% |
| Ellington Financial Inc | UNSCREENED | 0.05% | no in-house ratios for this holding |
| PCAP HOLDINGS LP | UNSCREENED | 0.00% | no in-house ratios for this holding |
All 7 published standards agree about this fund to within 0.5 points of portfolio weight.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 0.0% ratios fail on 55.5% 107.2% not rated under AAOIFI
ratios pass on 0.5% ratios fail on 42.5% 119.8% not rated under Usmani
ratios pass on 0.0% ratios fail on 55.3% 107.4% not rated under Dow Jones Islamic
ratios pass on 0.0% ratios fail on 55.3% 107.4% not rated under S&P Shariah
ratios pass on 0.5% ratios fail on 42.5% 119.8% not rated under MSCI Islamic
ratios pass on 0.0% ratios fail on 55.3% 107.4% not rated under MSCI Islamic M-Series
ratios pass on 0.5% ratios fail on 42.5% 119.8% not rated under FTSE Shariah
77 of 266 listed holdings carry our own per-methodology verdicts (55% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 70 (53% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for FINS — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 57.50 | NEUTRAL |
| Stochastic %K (14) | 91.49 | SELL |
| CCI (20) | 133.74 | SELL |
| Williams %R (14) | -8.51 | SELL |
| MACD (12,26,9) | 0.04 | BUY |
| ROC (10) | 2.99 | BUY |
| Momentum (10) | 0.35 | BUY |
| EMA (10) | 11.94 | BUY |
| SMA (10) | 11.93 | BUY |
| EMA (20) | 11.90 | BUY |
| SMA (20) | 11.86 | BUY |
| EMA (30) | 11.91 | BUY |
| SMA (30) | 11.84 | BUY |
| EMA (50) | 11.97 | BUY |
| SMA (50) | 11.99 | BUY |
| EMA (100) | 12.05 | SELL |
| SMA (100) | 12.13 | SELL |
| EMA (200) | 12.05 | SELL |
| SMA (200) | 12.12 | SELL |
Weak — low conviction, small size or skip
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BULLISH | 44 |
| ⏰ 4H | BULLISH | 17 |
| 🕐 1H | RANGING | 70 |
| ⏱ 15-Min | BULLISH | 130 |
| ⏲ 5-Min | RANGING | 234 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Peer Movement
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider Activity (90d)
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
CLUSTER BUY 3 buys · 0 sells
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-11-03 · Asset managers net 928584 (+5135)
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.