Verdicts genuinely change. Free email alert the moment BIAFX'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.
Brown Advisory Flexible Equity Fund · Brown Advisory Funds
45 holdings
NON-COMPLIANT 23.31% of portfolio weight is in non-compliant holdings, over the 5% threshold.
45 holdings, 43 matched (97% of weight). Portfolio as of 2026-06-30, filed 2026-08-25. Source: SEC Form N-PORT.
1.66% of this portfolio’s income is non-permissible — weighted across holdings, computed over 85% of portfolio weight (35 of 45 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.
51.7% compliant 22.5% questionable 23.3% non-compliant 2.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| TSM TSMC | COMPLIANT | 7.97% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| MSFT Microsoft Corp | QUESTIONABLE | 4.91% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AMZN Amazon.com Inc | QUESTIONABLE | 4.57% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| GOOG Alphabet Inc | QUESTIONABLE | 4.50% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| META Meta Platforms Inc | QUESTIONABLE | 4.35% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| GOOG Alphabet Inc | QUESTIONABLE | 4.13% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| V Visa Inc | COMPLIANT | 4.06% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| MA Mastercard Inc | COMPLIANT | 3.65% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| BRK.B Berkshire Hathaway Inc | NON_COMPLIANT | 3.35% | no in-house ratios for this holding |
| KLAC KLA Corp | COMPLIANT | 3.21% | AAOIFI2.5% Usmani34.3% Dow Jones Islamic4.0% S&P Shariah4.7% MSCI Islamic34.3% MSCI Islamic M-Series4.7% FTSE Shariah32.8% |
| NVDA NVIDIA Corp | COMPLIANT | 3.07% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| KKR KKR & Co Inc | NON_COMPLIANT | 3.05% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| URI United Rentals Inc | COMPLIANT | 2.87% | AAOIFI27.5% Usmani59.2% Dow Jones Islamic32.5% S&P Shariah35.6% MSCI Islamic58.1% MSCI Islamic M-Series35.6% FTSE Shariah53.3% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 2.72% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| ELV Elevance Health Inc | NON_COMPLIANT | 2.70% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| ADI Analog Devices Inc | COMPLIANT | 2.11% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| SU Suncor Energy Inc | COMPLIANT | 2.08% | AAOIFI13.4% Usmani21.2% Dow Jones Islamic19.8% S&P Shariah21.8% MSCI Islamic16.1% MSCI Islamic M-Series21.8% FTSE Shariah16.1% |
| BKNG Booking Holdings Inc | COMPLIANT | 2.06% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| EW Edwards Lifesciences Corp | COMPLIANT | 2.01% | AAOIFI1.4% Usmani5.1% Dow Jones Islamic1.5% S&P Shariah1.5% MSCI Islamic5.1% MSCI Islamic M-Series1.5% FTSE Shariah4.3% |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 1.98% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| GE General Electric Co | NON_COMPLIANT | 1.77% | AAOIFI6.1% Usmani16.1% Dow Jones Islamic7.4% S&P Shariah8.6% MSCI Islamic16.1% MSCI Islamic M-Series8.6% FTSE Shariah15.3% |
| AS Amer Sports Inc | COMPLIANT | 1.69% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BAC Bank of America Corp | NON_COMPLIANT | 1.69% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| First American Government Obli | UNSCREENED | 1.62% | no in-house ratios for this holding |
| DHR Danaher Corp | COMPLIANT | 1.59% | AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8% |
| CARR Carrier Global Corp | COMPLIANT | 1.56% | AAOIFI24.6% Usmani32.2% Dow Jones Islamic21.6% S&P Shariah22.4% MSCI Islamic32.2% MSCI Islamic M-Series22.4% FTSE Shariah30.7% |
| SAP SAP SE | COMPLIANT | 1.49% | AAOIFI3.5% Usmani13.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic10.6% MSCI Islamic M-Series3.4% FTSE Shariah10.6% |
| ILMN Illumina Inc | COMPLIANT | 1.44% | AAOIFI1.6% Usmani8.1% Dow Jones Islamic2.7% S&P Shariah2.7% MSCI Islamic8.1% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| USFD US Foods Holding Corp | NON_COMPLIANT | 1.43% | AAOIFI23.5% Usmani36.5% Dow Jones Islamic29.4% S&P Shariah33.1% MSCI Islamic36.5% MSCI Islamic M-Series33.1% FTSE Shariah36.5% |
| MDLZ Mondelez International Inc | COMPLIANT | 1.39% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| AAPL Apple Inc | COMPLIANT | 1.39% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| MRVL Marvell Technology Inc | COMPLIANT | 1.37% | AAOIFI2.7% Usmani19.2% Dow Jones Islamic5.6% S&P Shariah6.5% MSCI Islamic19.2% MSCI Islamic M-Series6.5% FTSE Shariah18.0% |
| TJX TJX Cos Inc/The | COMPLIANT | 1.35% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| SPOT Spotify Technology SA | NON_COMPLIANT | 1.28% | AAOIFI1.6% Usmani9.7% Dow Jones Islamic1.5% S&P Shariah1.9% MSCI Islamic9.7% MSCI Islamic M-Series1.9% FTSE Shariah9.7% |
| PGR Progressive Corp/The | NON_COMPLIANT | 1.16% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| FERG Ferguson Enterprises Inc | UNRATED | 1.04% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| COF Capital One Financial Corp | NON_COMPLIANT | 1.01% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| ALGN Align Technology Inc | COMPLIANT | 0.99% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| American International Group I | UNSCREENED | 0.90% | no in-house ratios for this holding |
| INTU Intuit Inc | COMPLIANT | 0.88% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| ADSK Autodesk Inc | COMPLIANT | 0.85% | AAOIFI8.4% Usmani28.7% Dow Jones Islamic6.4% S&P Shariah6.7% MSCI Islamic28.7% MSCI Islamic M-Series6.7% FTSE Shariah26.9% |
| WSO Watsco Inc | COMPLIANT | 0.84% | AAOIFI7.1% Usmani17.8% Dow Jones Islamic5.3% S&P Shariah5.4% MSCI Islamic17.6% MSCI Islamic M-Series5.4% FTSE Shariah9.6% |
| LOW Lowe's Cos Inc | NON_COMPLIANT | 0.79% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| ODFL Old Dominion Freight Line Inc | COMPLIANT | 0.74% | AAOIFI0.1% Usmani0.3% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.3% |
| NOMD Nomad Foods Ltd | NON_COMPLIANT | 0.38% | AAOIFI142.4% Usmani36.2% Dow Jones Islamic127.1% S&P Shariah118.8% MSCI Islamic36.2% MSCI Islamic M-Series118.8% FTSE Shariah36.2% |
The published standards disagree about this fund by 30 points of portfolio weight — 74.1% of it passes AAOIFI, 44.4% 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 74.1% ratios fail on 11.6% 14.3% not rated under AAOIFI
ratios pass on 53.9% ratios fail on 28.0% 18.0% not rated under Usmani
ratios pass on 71.3% ratios fail on 14.5% 14.3% not rated under Dow Jones Islamic
ratios pass on 67.0% ratios fail on 18.8% 14.3% not rated under S&P Shariah
ratios pass on 44.4% ratios fail on 30.9% 24.7% not rated under MSCI Islamic
ratios pass on 68.4% ratios fail on 17.3% 14.3% not rated under MSCI Islamic M-Series
ratios pass on 59.6% ratios fail on 22.4% 17.9% not rated under FTSE Shariah
41 of 45 listed holdings carry our own per-methodology verdicts (94% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 38 (89% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BRK.B Berkshire Hathaway Inc | 3.35% |
| KKR KKR & Co Inc | 3.05% |
| UNH UnitedHealth Group Inc | 2.72% |
| ELV Elevance Health Inc | 2.70% |
| SCHW Charles Schwab Corp/The | 1.98% |
| GE General Electric Co | 1.77% |
| BAC Bank of America Corp | 1.69% |
| USFD US Foods Holding Corp | 1.43% |
| SPOT Spotify Technology SA | 1.28% |
| PGR Progressive Corp/The | 1.16% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Brown Advisory Flexible Equity Fund (BIAFX) 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.
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 |
|---|---|---|
| TSMTSMC | 7.97% | Compliant |
| MSFTMicrosoft Corp | 4.91% | Questionable |
| AMZNAmazon.com Inc | 4.57% | Questionable |
| GOOGAlphabet Inc | 4.50% | Questionable |
| METAMeta Platforms Inc | 4.35% | Questionable |
| GOOGAlphabet Inc | 4.13% | Questionable |
| VVisa Inc | 4.06% | Compliant |
| MAMastercard Inc | 3.65% | Compliant |
| BRK.BBerkshire Hathaway Inc | 3.35% | Non-compliant |
| KLACKLA Corp | 3.21% | Compliant |
Top 10 of 45 holdings, 44.7% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for BIAFX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 2 days - this is not a reading of today
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.
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.
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.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 63.60 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 158.19 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.12 | BUY |
| ROC (10) | 2.64 | BUY |
| Momentum (10) | 1.22 | BUY |
| EMA (10) | 46.93 | BUY |
| SMA (10) | 46.80 | BUY |
| EMA (20) | 46.71 | BUY |
| SMA (20) | 46.55 | BUY |
| EMA (30) | 46.61 | BUY |
| SMA (30) | 46.43 | BUY |
| EMA (50) | 46.40 | BUY |
| SMA (50) | 46.70 | BUY |
| EMA (100) | 45.71 | BUY |
| SMA (100) | 45.88 | BUY |
| EMA (200) | 44.31 | BUY |
| SMA (200) | 43.99 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
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.
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.
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.
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.
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.
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.