AUXAXETF / FundAUXIER FOCUS FUND
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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.
AUXIER FOCUS FUND · FORUM FUNDS
143 holdings
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 101% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 38.85% of portfolio weight is in non-compliant holdings, over the 5% threshold.
4.24% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
143 holdings, 131 matched (87% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
1.50% of this portfolio’s income is non-permissible — weighted across holdings, computed over 73% of portfolio weight (114 of 143 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.
38.5% compliant 10.0% questionable 38.6% non-compliant 13.0% unscreened
All holdings (143)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| GLW Corning Inc | COMPLIANT | 6.44% | AAOIFI7.0% Usmani32.5% Dow Jones Islamic12.8% S&P Shariah16.4% MSCI Islamic31.8% MSCI Islamic M-Series16.4% FTSE Shariah28.7% |
| Philip Morris International In | UNSCREENED | 4.90% | no in-house ratios for this holding |
| GOOG Alphabet Inc | QUESTIONABLE | 4.39% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| Bank of New York Mellon Corp/T | UNSCREENED | 3.66% | no in-house ratios for this holding |
| MA Mastercard Inc | COMPLIANT | 3.63% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| MSFT Microsoft Corp | QUESTIONABLE | 3.57% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 3.51% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| BAC Bank of America Corp | NON_COMPLIANT | 3.31% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| KR Kroger Co/The | NON_COMPLIANT | 3.01% | AAOIFI66.2% Usmani45.5% Dow Jones Islamic54.1% S&P Shariah57.6% MSCI Islamic45.5% MSCI Islamic M-Series57.6% FTSE Shariah31.1% |
| JNJ Johnson & Johnson | COMPLIANT | 2.98% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| LINC Lincoln Educational Services C | COMPLIANT | 2.84% | AAOIFI24.2% Usmani43.1% Dow Jones Islamic24.8% S&P Shariah30.9% MSCI Islamic37.2% MSCI Islamic M-Series30.9% FTSE Shariah4.9% |
| MRK Merck & Co Inc | COMPLIANT | 2.68% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| V Visa Inc | COMPLIANT | 2.65% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| BRK.B Berkshire Hathaway Inc | NON_COMPLIANT | 2.42% | no in-house ratios for this holding |
| TREASURY BILL | NON_COMPLIANT | 2.12% | no in-house ratios for this holding |
| MNST Monster Beverage Corp | COMPLIANT | 2.03% | AAOIFI0.2% Usmani1.7% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.7% MSCI Islamic M-Series0.3% FTSE Shariah1.7% |
| MDT Medtronic PLC | COMPLIANT | 1.92% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| AFL Aflac Inc | NON_COMPLIANT | 1.89% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BKNG Booking Holdings Inc | COMPLIANT | 1.68% | AAOIFI16.4% Usmani69.7% Dow Jones Islamic13.4% S&P Shariah14.4% MSCI Islamic69.7% MSCI Islamic M-Series14.4% FTSE Shariah68.0% |
| BATS.L British American Tobacco PLC | NON_COMPLIANT | 1.67% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RTX RTX Corp | NON_COMPLIANT | 1.63% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| PEP PepsiCo Inc | COMPLIANT | 1.58% | AAOIFI23.4% Usmani39.4% Dow Jones Islamic22.7% S&P Shariah22.0% MSCI Islamic39.4% MSCI Islamic M-Series22.0% FTSE Shariah39.4% |
| MO Altria Group Inc | NON_COMPLIANT | 1.43% | AAOIFI21.4% Usmani73.6% Dow Jones Islamic25.3% S&P Shariah28.5% MSCI Islamic73.6% MSCI Islamic M-Series28.5% FTSE Shariah73.6% |
| ELV Elevance Health Inc | NON_COMPLIANT | 1.43% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| WMT Walmart Inc | QUESTIONABLE | 1.28% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| LOW Lowe's Cos Inc | NON_COMPLIANT | 1.27% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| BP.L BP PLC | NON_COMPLIANT | 1.23% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| American International Group I | UNSCREENED | 1.20% | no in-house ratios for this holding |
| C Citigroup Inc | NON_COMPLIANT | 1.10% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| N/A | UNSCREENED | 1.07% | no in-house ratios for this holding |
| VLO Valero Energy Corp | COMPLIANT | 1.06% | AAOIFI10.3% Usmani14.1% Dow Jones Islamic17.0% S&P Shariah18.0% MSCI Islamic14.1% MSCI Islamic M-Series18.0% FTSE Shariah14.1% |
| TRV Travelers Cos Inc/The | NON_COMPLIANT | 1.06% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| TREASURY BILL | NON_COMPLIANT | 0.91% | no in-house ratios for this holding |
| DGX Quest Diagnostics Inc | COMPLIANT | 0.91% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| KO Coca-Cola Co/The | COMPLIANT | 0.89% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| UL Unilever PLC | COMPLIANT | 0.79% | AAOIFI27.6% Usmani41.0% Dow Jones Islamic23.6% S&P Shariah24.9% MSCI Islamic39.2% MSCI Islamic M-Series24.9% FTSE Shariah39.2% |
| CTVA Corteva Inc | COMPLIANT | 0.78% | AAOIFI2.9% Usmani4.0% Dow Jones Islamic3.6% S&P Shariah3.9% MSCI Islamic4.0% MSCI Islamic M-Series3.9% FTSE Shariah4.0% |
| ABT Abbott Laboratories | COMPLIANT | 0.76% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| TREASURY BILL | NON_COMPLIANT | 0.76% | no in-house ratios for this holding |
| ZBH Zimmer Biomet Holdings Inc | NON_COMPLIANT | 0.73% | AAOIFI40.7% Usmani32.8% Dow Jones Islamic39.1% S&P Shariah36.3% MSCI Islamic32.8% MSCI Islamic M-Series36.3% FTSE Shariah32.8% |
| CPF Central Pacific Financial Corp | NON_COMPLIANT | 0.70% | AAOIFI341.3% Usmani44.7% Dow Jones Islamic423.6% S&P Shariah486.6% MSCI Islamic44.7% MSCI Islamic M-Series486.6% FTSE Shariah44.7% |
| DR Horton Inc | UNSCREENED | 0.69% | no in-house ratios for this holding |
| META Meta Platforms Inc | QUESTIONABLE | 0.66% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| LOPE Grand Canyon Education Inc | COMPLIANT | 0.61% | AAOIFI2.6% Usmani11.3% Dow Jones Islamic2.2% S&P Shariah2.3% MSCI Islamic11.3% MSCI Islamic M-Series2.3% FTSE Shariah0.0% |
| N/A | UNSCREENED | 0.61% | no in-house ratios for this holding |
| Q Qnity Electronics Inc | COMPLIANT | 0.60% | AAOIFI17.6% Usmani31.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic31.6% MSCI Islamic M-Seriespass FTSE Shariah28.1% |
| TAP Molson Coors Beverage Co | NON_COMPLIANT | 0.59% | AAOIFI103.6% Usmani32.6% Dow Jones Islamic93.0% S&P Shariah89.1% MSCI Islamic32.4% MSCI Islamic M-Series89.1% FTSE Shariah31.5% |
| GTES Gates Industrial Corp PLC | NON_COMPLIANT | 0.59% | AAOIFI34.0% Usmani30.2% Dow Jones Islamic38.1% S&P Shariah43.0% MSCI Islamic30.2% MSCI Islamic M-Series43.0% FTSE Shariah30.2% |
| CI Cigna Group/The | NON_COMPLIANT | 0.52% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| COP ConocoPhillips | COMPLIANT | 0.43% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| HD Home Depot Inc/The | COMPLIANT | 0.41% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| UNM Unum Group | NON_COMPLIANT | 0.41% | AAOIFI24.7% Usmani5.9% Dow Jones Islamic29.4% S&P Shariah32.7% MSCI Islamic5.9% MSCI Islamic M-Series32.7% FTSE Shariah5.9% |
| CAT Caterpillar Inc | COMPLIANT | 0.40% | AAOIFI1.6% Usmani5.3% Dow Jones Islamic2.0% S&P Shariah2.4% MSCI Islamic5.3% MSCI Islamic M-Series2.4% FTSE Shariah5.3% |
| CVS CVS Health Corp | NON_COMPLIANT | 0.40% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| PSX Phillips 66 | NON_COMPLIANT | 0.40% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| AMP Ameriprise Financial Inc | NON_COMPLIANT | 0.39% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CVX Chevron Corp | COMPLIANT | 0.38% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| GM General Motors Co | NON_COMPLIANT | 0.36% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TREASURY BILL | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| Yum! Brands Inc | UNSCREENED | 0.34% | no in-house ratios for this holding |
| DD DuPont de Nemours Inc | COMPLIANT | 0.33% | AAOIFI17.6% Usmani14.8% Dow Jones Islamic12.1% S&P Shariah11.4% MSCI Islamic14.8% MSCI Islamic M-Series11.4% FTSE Shariah14.8% |
| Arcos Dorados Holdings Inc | UNSCREENED | 0.33% | no in-house ratios for this holding |
| MCD McDonald's Corp | NON_COMPLIANT | 0.32% | AAOIFI29.7% Usmani91.1% Dow Jones Islamic26.3% S&P Shariah27.2% MSCI Islamic91.1% MSCI Islamic M-Series27.2% FTSE Shariah66.5% |
| CAE.TO CAE Inc | NON_COMPLIANT | 0.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CMCSA Comcast Corp | NON_COMPLIANT | 0.29% | AAOIFI116.3% Usmani35.1% Dow Jones Islamic144.7% S&P Shariah134.9% MSCI Islamic35.1% MSCI Islamic M-Series134.9% FTSE Shariah35.1% |
| SBH Sally Beauty Holdings Inc | NON_COMPLIANT | 0.27% | AAOIFI100.9% Usmani53.0% Dow Jones Islamic120.3% S&P Shariah124.2% MSCI Islamic53.0% MSCI Islamic M-Series124.2% FTSE Shariah28.4% |
| CCH.L Coca-Cola HBC AG | COMPLIANT | 0.26% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| BDX Becton Dickinson & Co | NON_COMPLIANT | 0.25% | AAOIFI33.4% Usmani33.1% Dow Jones Islamic30.8% S&P Shariah28.7% MSCI Islamic33.1% MSCI Islamic M-Series28.7% FTSE Shariah33.1% |
| UPS United Parcel Service Inc | NON_COMPLIANT | 0.24% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| FSV FirstService Corp | COMPLIANT | 0.24% | AAOIFI15.2% Usmani32.3% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic32.3% MSCI Islamic M-Series18.9% FTSE Shariah25.3% |
| UNP Union Pacific Corp | COMPLIANT | 0.22% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| FISV Fiserv Inc | NON_COMPLIANT | 0.21% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| BA Boeing Co/The | NON_COMPLIANT | 0.19% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 0.18% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| ABBV AbbVie Inc | COMPLIANT | 0.17% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| ACGL Arch Capital Group Ltd | NON_COMPLIANT | 0.16% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Colliers International Group I | UNSCREENED | 0.16% | no in-house ratios for this holding |
| JCI Johnson Controls International | COMPLIANT | 0.16% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.15% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| LYB LyondellBasell Industries NV | NON_COMPLIANT | 0.15% | AAOIFI62.2% Usmani37.0% Dow Jones Islamic65.8% S&P Shariah58.8% MSCI Islamic37.0% MSCI Islamic M-Series58.8% FTSE Shariah33.2% |
| FDX FedEx Corp | NON_COMPLIANT | 0.15% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| PG Procter & Gamble Co/The | COMPLIANT | 0.14% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| AMXB.MX America Movil SAB de CV | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UTI Universal Technical Institute | COMPLIANT | 0.13% | AAOIFI30.9% Usmani40.4% Dow Jones Islamic22.4% S&P Shariah28.0% MSCI Islamic40.0% MSCI Islamic M-Series28.0% FTSE Shariah17.8% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.12% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| TFC TRUIST FIN CORP | NON_COMPLIANT | 0.12% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| KDP Keurig Dr Pepper Inc | NON_COMPLIANT | 0.11% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| VRSK Verisk Analytics Inc | QUESTIONABLE | 0.11% | AAOIFI18.2% Usmani101.0% Dow Jones Islamic13.7% S&P Shariah13.5% MSCI Islamic100.6% MSCI Islamic M-Series13.5% FTSE Shariah97.3% |
| SRE SEMPRA | NON_COMPLIANT | 0.11% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.10% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| MRSH Marsh & McLennan Cos Inc | NON_COMPLIANT | 0.10% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| DPZ Domino's Pizza Inc | NON_COMPLIANT | 0.10% | AAOIFI45.3% Usmani297.7% Dow Jones Islamic37.0% S&P Shariah36.3% MSCI Islamic290.5% MSCI Islamic M-Series36.3% FTSE Shariah277.0% |
| TREASURY BILL | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| DGE.L Diageo PLC | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WAT Waters Corp | COMPLIANT | 0.09% | AAOIFI14.1% Usmani21.2% Dow Jones Islamic21.2% S&P Shariah23.3% MSCI Islamic21.2% MSCI Islamic M-Series23.3% FTSE Shariah19.7% |
| BIIB Biogen Inc | COMPLIANT | 0.08% | AAOIFI21.2% Usmani22.5% Dow Jones Islamic27.5% S&P Shariah24.3% MSCI Islamic22.5% MSCI Islamic M-Series24.3% FTSE Shariah21.3% |
| ATD.TO Alimentation Couche-Tard Inc | NON_COMPLIANT | 0.08% | AAOIFI30.2% Usmani49.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic37.8% MSCI Islamic M-Seriespass FTSE Shariah37.8% |
| US Bancorp | UNSCREENED | 0.08% | no in-house ratios for this holding |
| KVUE Kenvue Inc | COMPLIANT | 0.06% | AAOIFI24.4% Usmani32.2% Dow Jones Islamic23.6% S&P Shariah24.1% MSCI Islamic32.2% MSCI Islamic M-Series24.1% FTSE Shariah31.7% |
| CSCO Cisco Systems Inc | COMPLIANT | 0.06% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| MICC.AS Magnum Ice Cream Co NV/The | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| YUMC Yum China Holdings Inc | NON_COMPLIANT | 0.06% | AAOIFI14.8% Usmani21.2% Dow Jones Islamic13.5% S&P Shariah14.0% MSCI Islamic20.7% MSCI Islamic M-Series14.0% FTSE Shariah0.6% |
| CTSH Cognizant Technology Solutions | COMPLIANT | 0.06% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| AON Aon PLC | NON_COMPLIANT | 0.06% | AAOIFI22.9% Usmani29.4% Dow Jones Islamic20.7% S&P Shariah21.9% MSCI Islamic29.4% MSCI Islamic M-Series21.9% FTSE Shariah28.1% |
| BLDR Builders FirstSource Inc | NON_COMPLIANT | 0.05% | AAOIFI91.9% Usmani46.3% Dow Jones Islamic41.1% S&P Shariah34.5% MSCI Islamic46.3% MSCI Islamic M-Series34.5% FTSE Shariah40.5% |
| BIDU Baidu Inc | NON_COMPLIANT | 0.05% | AAOIFI156.9% Usmani11.2% Dow Jones Islamic2.5% S&P Shariah2.5% MSCI Islamic11.2% MSCI Islamic M-Series2.5% FTSE Shariah9.5% |
| MELI MercadoLibre Inc | COMPLIANT | 0.05% | AAOIFI20.1% Usmani38.5% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic38.3% MSCI Islamic M-Series20.6% FTSE Shariah33.3% |
| FERG Ferguson Enterprises Inc | UNRATED | 0.05% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| DVN Devon Energy Corp | COMPLIANT | 0.05% | AAOIFI22.3% Usmani16.8% Dow Jones Islamic46.9% S&P Shariah45.5% MSCI Islamic16.7% MSCI Islamic M-Series45.5% FTSE Shariah16.1% |
| AMZN Amazon.com Inc | QUESTIONABLE | 0.05% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| PFE Pfizer Inc | NON_COMPLIANT | 0.05% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| TEF.MC Telefonica SA | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MOS Mosaic Co/The | NON_COMPLIANT | 0.04% | AAOIFI60.0% Usmani20.5% Dow Jones Islamic59.7% S&P Shariah57.0% MSCI Islamic20.5% MSCI Islamic M-Series57.0% FTSE Shariah19.6% |
| FDXF Fedex Freight Holding Co Inc | COMPLIANT | 0.04% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| GD General Dynamics Corp | NON_COMPLIANT | 0.03% | AAOIFI10.3% Usmani17.4% Dow Jones Islamic11.7% S&P Shariah12.4% MSCI Islamic16.8% MSCI Islamic M-Series12.4% FTSE Shariah13.7% |
| HSY Hershey Co/The | COMPLIANT | 0.03% | AAOIFI15.8% Usmani39.9% Dow Jones Islamic13.9% S&P Shariah13.9% MSCI Islamic39.4% MSCI Islamic M-Series13.9% FTSE Shariah37.1% |
| GPC Genuine Parts Co | NON_COMPLIANT | 0.03% | AAOIFI31.0% Usmani28.0% Dow Jones Islamic35.7% S&P Shariah34.4% MSCI Islamic28.0% MSCI Islamic M-Series34.4% FTSE Shariah20.1% |
| PYPL PayPal Holdings Inc | NON_COMPLIANT | 0.02% | AAOIFI22.1% Usmani12.5% Dow Jones Islamic16.3% S&P Shariah16.0% MSCI Islamic12.5% MSCI Islamic M-Series16.0% FTSE Shariah11.7% |
| ODFL Old Dominion Freight Line Inc | COMPLIANT | 0.02% | AAOIFI0.1% Usmani0.3% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.3% |
| RYAN Ryan Specialty Holdings Inc | NON_COMPLIANT | 0.02% | AAOIFI36.4% Usmani31.8% Dow Jones Islamic63.0% S&P Shariah65.1% MSCI Islamic31.8% MSCI Islamic M-Series65.1% FTSE Shariah30.4% |
| LEN Lennar Corp | NON_COMPLIANT | 0.02% | AAOIFI29.9% Usmani17.4% Dow Jones Islamic21.5% S&P Shariah19.9% MSCI Islamic17.4% MSCI Islamic M-Series19.9% FTSE Shariah17.4% |
| COF Capital One Financial Corp | NON_COMPLIANT | 0.02% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 0.02% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| CELH Celsius Holdings Inc | NON_COMPLIANT | 0.02% | AAOIFI9.0% Usmani13.1% Dow Jones Islamic7.0% S&P Shariah6.0% MSCI Islamic13.1% MSCI Islamic M-Series6.0% FTSE Shariah13.1% |
| VSNT Versant Media Group Inc | NON_COMPLIANT | 0.02% | AAOIFI58.2% Usmani23.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic23.2% MSCI Islamic M-Seriesfail FTSE Shariah23.2% |
| AMGN Amgen Inc | COMPLIANT | 0.02% | AAOIFI24.9% Usmani59.9% Dow Jones Islamic33.6% S&P Shariah35.1% MSCI Islamic59.9% MSCI Islamic M-Series35.1% FTSE Shariah59.9% |
| DHX DHI Group Inc | COMPLIANT | 0.01% | AAOIFI19.5% Usmani21.6% Dow Jones Islamic34.4% S&P Shariah35.1% MSCI Islamic21.6% MSCI Islamic M-Series35.1% FTSE Shariah17.0% |
| Wal-Mart de Mexico SAB de CV | UNSCREENED | 0.01% | no in-house ratios for this holding |
| WAFD WAFD INC | NON_COMPLIANT | 0.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| B Barrick Mining Corp | COMPLIANT | 0.01% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DECK Deckers Outdoor Corp | COMPLIANT | 0.01% | AAOIFI4.2% Usmani12.2% Dow Jones Islamic2.6% S&P Shariah2.5% MSCI Islamic12.2% MSCI Islamic M-Series2.5% FTSE Shariah0.0% |
| CUERVO.MX Becle SAB de CV | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EVO.ST Evolution AB | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ULTA Ulta Beauty Inc | COMPLIANT | 0.01% | AAOIFI10.7% Usmani36.2% Dow Jones Islamic11.7% S&P Shariah11.8% MSCI Islamic36.2% MSCI Islamic M-Series11.8% FTSE Shariah4.9% |
| PGR Progressive Corp/The | NON_COMPLIANT | 0.01% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| NVDA NVIDIA Corp | COMPLIANT | 0.01% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| LDOS Leidos Holdings Inc | NON_COMPLIANT | 0.01% | AAOIFI39.5% Usmani42.1% Dow Jones Islamic32.6% S&P Shariah34.8% MSCI Islamic42.1% MSCI Islamic M-Series34.8% FTSE Shariah38.6% |
| SPGI S&P Global Inc | COMPLIANT | 0.01% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| Americold Realty Trust Inc | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ZTS Zoetis Inc | NON_COMPLIANT | 0.00% | AAOIFI29.0% Usmani61.3% Dow Jones Islamic15.4% S&P Shariah14.0% MSCI Islamic61.3% MSCI Islamic M-Series14.0% FTSE Shariah60.0% |
| FORR Forrester Research Inc | NON_COMPLIANT | 0.00% | AAOIFI29.9% Usmani15.4% Dow Jones Islamic33.0% S&P Shariah24.1% MSCI Islamic15.4% MSCI Islamic M-Series24.1% FTSE Shariah8.4% |
| TSCO Tractor Supply Co | NON_COMPLIANT | 0.00% | AAOIFI35.6% Usmani53.8% Dow Jones Islamic25.1% S&P Shariah25.5% MSCI Islamic53.4% MSCI Islamic M-Series25.5% FTSE Shariah17.7% |
| WY Weyerhaeuser Co | NON_COMPLIANT | 0.00% | AAOIFI31.3% Usmani32.1% Dow Jones Islamic28.8% S&P Shariah27.4% MSCI Islamic32.1% MSCI Islamic M-Series27.4% FTSE Shariah32.1% |
The published standards disagree about this fund by 19 points of portfolio weight — 54.1% of it passes AAOIFI, 35.4% passes MSCI Islamic. Which number is yours depends on which standard you follow.
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 54.1% ratios fail on 24.8% 21.8% not rated under AAOIFI
ratios pass on 41.4% ratios fail on 32.5% 26.8% not rated under Usmani
ratios pass on 51.7% ratios fail on 27.2% 21.9% not rated under Dow Jones Islamic
ratios pass on 50.8% ratios fail on 27.7% 22.2% not rated under S&P Shariah
ratios pass on 35.4% ratios fail on 36.1% 29.2% not rated under MSCI Islamic
ratios pass on 50.8% ratios fail on 28.1% 21.9% not rated under MSCI Islamic M-Series
ratios pass on 49.2% ratios fail on 24.7% 26.8% not rated under FTSE Shariah
125 of 143 listed holdings carry our own per-methodology verdicts (81% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 113 (77% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| UNH UnitedHealth Group Inc | 3.51% |
| BAC Bank of America Corp | 3.31% |
| KR Kroger Co/The | 3.01% |
| BRK.B Berkshire Hathaway Inc | 2.42% |
| TREASURY BILL | 2.12% |
| AFL Aflac Inc | 1.89% |
| BATS.L British American Tobacco PLC | 1.67% |
| RTX RTX Corp | 1.63% |
| MO Altria Group Inc | 1.43% |
| ELV Elevance Health Inc | 1.43% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
AUXIER FOCUS FUND (AUXAX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| GLWCorning Inc | 6.44% | Compliant |
| Philip Morris International Innot matched to a ticker | 4.90% | Not screened |
| GOOGAlphabet Inc | 4.39% | Questionable |
| Bank of New York Mellon Corp/Tnot matched to a ticker | 3.66% | Not screened |
| MAMastercard Inc | 3.63% | Compliant |
| MSFTMicrosoft Corp | 3.57% | Questionable |
| UNHUnitedHealth Group Inc | 3.51% | Non-compliant |
| BACBank of America Corp | 3.31% | Non-compliant |
| KRKroger Co/The | 3.01% | Non-compliant |
| JNJJohnson & Johnson | 2.98% | Compliant |
Top 10 of 143 holdings, 39.4% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- Philip Morris International Innot screened4.90%
- GOOGquestionable4.39%
- Bank of New York Mellon Corp/Tnot screened3.66%
- MSFTquestionable3.57%
- UNHnon-compliant3.51%
- BACnon-compliant3.31%
What changed, and when
Verdict history for AUXAX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for AUXAX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
Tracked since 2026-09-07.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
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) | 58.50 | NEUTRAL |
| Stochastic %K (14) | 73.86 | NEUTRAL |
| CCI (20) | 68.02 | NEUTRAL |
| Williams %R (14) | -26.14 | NEUTRAL |
| MACD (12,26,9) | 0.09 | BUY |
| ROC (10) | 0.97 | BUY |
| Momentum (10) | 0.37 | BUY |
| EMA (10) | 38.23 | BUY |
| SMA (10) | 38.28 | BUY |
| EMA (20) | 38.00 | BUY |
| SMA (20) | 37.75 | BUY |
| EMA (30) | 37.91 | BUY |
| SMA (30) | 37.66 | BUY |
| EMA (50) | 37.83 | BUY |
| SMA (50) | 37.87 | BUY |
| EMA (100) | 37.50 | BUY |
| SMA (100) | 37.72 | BUY |
| EMA (200) | 36.47 | BUY |
| SMA (200) | 36.64 | BUY |
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.
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.
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.