Verdicts genuinely change. Free email alert the moment CLIFX'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.
LONE PEAK VALUE FUND · World Funds Trust
34 holdings
NON-COMPLIANT 25.30% of portfolio weight is in non-compliant holdings, over the 5% threshold.
34 holdings, 28 matched (85% of weight). Portfolio as of 2026-06-30, filed 2026-08-25. Source: SEC Form N-PORT.
0.72% of this portfolio’s income is non-permissible — weighted across holdings, computed over 82% of portfolio weight (26 of 34 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.
55.8% compliant 3.7% questionable 25.3% non-compliant 15.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| CSCO CISCO SYSTEMS | COMPLIANT | 5.24% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| SECT-B.ST Default | COMPLIANT | 5.02% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SECT-B.ST Default | COMPLIANT | 4.57% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| HSIC HENRY SCHEIN INC | NON_COMPLIANT | 4.57% | AAOIFI36.7% Usmani32.3% Dow Jones Islamic41.6% S&P Shariah41.0% MSCI Islamic32.3% MSCI Islamic M-Series41.0% FTSE Shariah29.2% |
| CAH CARDINAL HEALTH | COMPLIANT | 4.03% | AAOIFI17.8% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah28.7% MSCI Islamic17.4% MSCI Islamic M-Series28.7% FTSE Shariah15.5% |
| UNITED PARCEL-B | UNSCREENED | 3.92% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 3.75% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| SECT-B.ST Default | COMPLIANT | 3.73% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SECT-B.ST Default | COMPLIANT | 3.61% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SANM SANMINA CORP | COMPLIANT | 3.58% | AAOIFI22.1% Usmani25.0% Dow Jones Islamic35.0% S&P Shariah42.4% MSCI Islamic25.0% MSCI Islamic M-Series42.4% FTSE Shariah22.3% |
| GPN GLOBAL PAYMENTS | NON_COMPLIANT | 3.31% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| BDX BECTON DICKINSON | NON_COMPLIANT | 3.30% | AAOIFI33.4% Usmani33.1% Dow Jones Islamic30.8% S&P Shariah28.7% MSCI Islamic33.1% MSCI Islamic M-Series28.7% FTSE Shariah33.1% |
| DIS WALT DISNEY CO | NON_COMPLIANT | 3.11% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| RAYTHEON CO | UNSCREENED | 3.04% | no in-house ratios for this holding |
| COMMUNI TRUST BA | UNSCREENED | 2.99% | no in-house ratios for this holding |
| HNI HNI CORP | NON_COMPLIANT | 2.96% | AAOIFI46.9% Usmani34.1% Dow Jones Islamic70.3% S&P Shariah75.5% MSCI Islamic33.9% MSCI Islamic M-Series75.5% FTSE Shariah28.5% |
| SECT-B.ST Default | COMPLIANT | 2.65% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| LKQ LKQ CORP | NON_COMPLIANT | 2.60% | AAOIFI24.7% Usmani9.2% Dow Jones Islamic17.0% S&P Shariah15.2% MSCI Islamic9.2% MSCI Islamic M-Series15.2% FTSE Shariah0.0% |
| SECT-B.ST Default | COMPLIANT | 2.60% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SECT-B.ST Default | COMPLIANT | 2.58% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SECT-B.ST Default | COMPLIANT | 2.57% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SALESFORCE.COM | UNSCREENED | 2.47% | no in-house ratios for this holding |
| SECT-B.ST Default | COMPLIANT | 2.47% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SECT-B.ST Default | COMPLIANT | 2.42% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| JNJ JOHNSON&JOHNSON | COMPLIANT | 2.34% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| CHE CHEMED CORP | COMPLIANT | 2.32% | AAOIFI4.3% Usmani18.7% Dow Jones Islamic4.2% S&P Shariah3.9% MSCI Islamic18.7% MSCI Islamic M-Series3.9% FTSE Shariah8.9% |
| EBAY EBAY INC | COMPLIANT | 2.32% | AAOIFI13.9% Usmani35.6% Dow Jones Islamic16.9% S&P Shariah19.4% MSCI Islamic35.6% MSCI Islamic M-Series19.4% FTSE Shariah33.4% |
| GBCI GLACIER BANCORP | NON_COMPLIANT | 2.31% | AAOIFI0.8% Usmani0.3% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic0.2% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| EVTC EVERTEC INC | NON_COMPLIANT | 2.21% | AAOIFI63.0% Usmani46.1% Dow Jones Islamic57.1% S&P Shariah54.0% MSCI Islamic46.1% MSCI Islamic M-Series54.0% FTSE Shariah44.6% |
| NKE NIKE INC -CL B | COMPLIANT | 2.09% | AAOIFI19.4% Usmani28.7% Dow Jones Islamic21.0% S&P Shariah18.2% MSCI Islamic28.7% MSCI Islamic M-Series18.2% FTSE Shariah20.7% |
| REYMOLDS CONSUMER PRODUCTS INC | UNSCREENED | 2.05% | no in-house ratios for this holding |
| SECT-B.ST Default | COMPLIANT | 1.71% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| PLAB PHOTRONICS INC | NON_COMPLIANT | 0.93% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FEDER-GVT OB-IS | UNSCREENED | 0.75% | no in-house ratios for this holding |
The published standards disagree about this fund by 32 points of portfolio weight — 65.3% of it passes AAOIFI, 33.6% passes Usmani. 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 65.3% ratios fail on 18.7% 16.1% not rated under AAOIFI
ratios pass on 33.6% ratios fail on 50.4% 16.1% not rated under Usmani
ratios pass on 61.0% ratios fail on 23.0% 16.1% not rated under Dow Jones Islamic
ratios pass on 65.0% ratios fail on 18.9% 16.1% not rated under S&P Shariah
ratios pass on 34.8% ratios fail on 49.1% 16.1% not rated under MSCI Islamic
ratios pass on 61.0% ratios fail on 23.0% 16.1% not rated under MSCI Islamic M-Series
ratios pass on 36.9% ratios fail on 44.1% 19.1% not rated under FTSE Shariah
18 of 34 listed holdings carry our own per-methodology verdicts (85% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 17 (84% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
LONE PEAK VALUE FUND (CLIFX) 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 |
|---|---|---|
| CSCOCISCO SYSTEMS | 5.24% | Compliant |
| SECT-B.STDefault | 5.02% | Compliant |
| SECT-B.STDefault | 4.57% | Compliant |
| HSICHENRY SCHEIN INC | 4.57% | Non-compliant |
| CAHCARDINAL HEALTH | 4.03% | Compliant |
| UNITED PARCEL-Bnot matched to a ticker | 3.92% | Not screened |
| AMZNAMAZON.COM INC | 3.75% | Questionable |
| SECT-B.STDefault | 3.73% | Compliant |
| SECT-B.STDefault | 3.61% | Compliant |
| SANMSANMINA CORP | 3.58% | Compliant |
Top 10 of 34 holdings, 42.0% 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 CLIFX. 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 4 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) | 55.80 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 221.72 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.07 | BUY |
| ROC (10) | 2.49 | BUY |
| Momentum (10) | 0.65 | BUY |
| EMA (10) | 26.44 | BUY |
| SMA (10) | 26.39 | BUY |
| EMA (20) | 26.48 | BUY |
| SMA (20) | 26.34 | BUY |
| EMA (30) | 26.55 | BUY |
| SMA (30) | 26.58 | BUY |
| EMA (50) | 26.57 | BUY |
| SMA (50) | 26.94 | SELL |
| EMA (100) | 26.19 | BUY |
| SMA (100) | 26.37 | BUY |
| EMA (200) | 25.14 | BUY |
| SMA (200) | 25.14 | 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.