HELSETF / FundHedgeye 130/30 Equity ETF
Verdicts genuinely change. Free email alert the moment HELS'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.
Hedgeye 130/30 Equity ETF · ETF Opportunities Trust
87 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 116% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED 14% of this fund's gross exposure is short across 33 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.
87 holdings, 69 matched (76% of weight). Portfolio as of 2026-07-31, filed 2026-09-23. Source: SEC Form N-PORT.
4.33% of this portfolio’s income is non-permissible — weighted across holdings, computed over 76% of portfolio weight (67 of 87 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 (87)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| First American Government Obli | UNSCREENED | 9.79% | no in-house ratios for this holding |
| V Visa Inc | COMPLIANT | 2.93% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| STT State Street Corp | NON_COMPLIANT | 2.81% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| XOM ExxonMobil Holdings Corp | COMPLIANT | 2.79% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| DUK Duke Energy Corp | NON_COMPLIANT | 2.74% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 2.63% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| CSX CSX Corp | COMPLIANT | 2.52% | AAOIFI21.8% Usmani43.3% Dow Jones Islamic27.6% S&P Shariah28.4% MSCI Islamic43.3% MSCI Islamic M-Series28.4% FTSE Shariah42.2% |
| LLY Eli Lilly & Co | COMPLIANT | 2.50% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| Philip Morris International In | UNSCREENED | 2.48% | no in-house ratios for this holding |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 2.22% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| SNOW Snowflake Inc | COMPLIANT | 2.19% | AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| JNJ Johnson & Johnson | COMPLIANT | 2.08% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| LMT Lockheed Martin Corp | NON_COMPLIANT | 2.04% | AAOIFI16.6% Usmani32.9% Dow Jones Islamic17.6% S&P Shariah18.2% MSCI Islamic32.9% MSCI Islamic M-Series18.2% FTSE Shariah32.9% |
| NOVO-B.CO Novo Nordisk A/S | COMPLIANT | 2.02% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CZR Caesars Entertainment Inc | NON_COMPLIANT | 2.01% | AAOIFI193.4% Usmani78.3% Dow Jones Islamic192.1% S&P Shariah165.8% MSCI Islamic36.9% MSCI Islamic M-Series165.8% FTSE Shariah36.9% |
| SXT Sensient Technologies Corp | COMPLIANT | 2.00% | AAOIFI13.4% Usmani32.2% Dow Jones Islamic19.2% S&P Shariah21.4% MSCI Islamic32.2% MSCI Islamic M-Series21.4% FTSE Shariah32.2% |
| PANW Palo Alto Networks Inc | COMPLIANT | 1.91% | AAOIFI0.3% Usmani1.6% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic1.6% MSCI Islamic M-Series0.6% FTSE Shariah0.0% |
| JAZZ Jazz Pharmaceuticals PLC | COMPLIANT | 1.89% | AAOIFI31.0% Usmani39.7% Dow Jones Islamic44.2% S&P Shariah48.5% MSCI Islamic39.7% MSCI Islamic M-Series48.5% FTSE Shariah39.3% |
| CRWD Crowdstrike Holdings Inc | COMPLIANT | 1.78% | AAOIFI0.4% Usmani6.8% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic6.8% MSCI Islamic M-Series0.8% FTSE Shariah6.2% |
| KMX CarMax Inc | NON_COMPLIANT | 1.75% | AAOIFI217.2% Usmani70.8% Dow Jones Islamic209.1% S&P Shariah190.0% MSCI Islamic70.1% MSCI Islamic M-Series190.0% FTSE Shariah68.2% |
| VSXY Victoria's Secret & Co | NON_COMPLIANT | 1.74% | AAOIFI41.5% Usmani56.2% Dow Jones Islamic88.0% S&P Shariah105.9% MSCI Islamic56.2% MSCI Islamic M-Series105.9% FTSE Shariah18.9% |
| XYZ Block Inc | NON_COMPLIANT | 1.71% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| Xylem Inc/NY | UNSCREENED | 1.68% | no in-house ratios for this holding |
| ILMN Illumina Inc | COMPLIANT | 1.63% | AAOIFI1.6% Usmani8.1% Dow Jones Islamic2.7% S&P Shariah2.7% MSCI Islamic8.1% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| TXG 10X Genomics Inc | COMPLIANT | 1.62% | AAOIFI1.0% Usmani7.6% Dow Jones Islamic3.2% S&P Shariah2.5% MSCI Islamic7.6% MSCI Islamic M-Series2.5% FTSE Shariah0.0% |
| NET Cloudflare Inc | NON_COMPLIANT | 1.60% | AAOIFI0.3% Usmani4.0% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic4.0% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| CB Chubb Ltd | NON_COMPLIANT | 1.59% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| DDOG Datadog Inc | NON_COMPLIANT | 1.59% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| Lamar Advertising Co | UNSCREENED | 1.58% | no in-house ratios for this holding |
| BRKR Bruker Corp | COMPLIANT | 1.57% | AAOIFI19.3% Usmani30.1% Dow Jones Islamic25.8% S&P Shariah22.6% MSCI Islamic30.1% MSCI Islamic M-Series22.6% FTSE Shariah30.1% |
| Apple Hospitality REIT Inc | UNSCREENED | 1.57% | no in-house ratios for this holding |
| FANG Diamondback Energy Inc | COMPLIANT | 1.55% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| Antero Midstream Corp | UNSCREENED | 1.54% | no in-house ratios for this holding |
| CSCO Cisco Systems Inc | COMPLIANT | 1.53% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| APD Air Products and Chemicals Inc | COMPLIANT | 1.52% | AAOIFI0.9% Usmani1.5% Dow Jones Islamic1.0% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.3% |
| MPC Marathon Petroleum Corp | NON_COMPLIANT | 1.51% | AAOIFI31.4% Usmani36.4% Dow Jones Islamic59.6% S&P Shariah59.2% MSCI Islamic36.4% MSCI Islamic M-Series59.2% FTSE Shariah34.8% |
| LEVI Levi Strauss & Co | COMPLIANT | 1.51% | AAOIFI28.4% Usmani34.7% Dow Jones Islamic313.9% S&P Shariah330.6% MSCI Islamic34.7% MSCI Islamic M-Series330.6% FTSE Shariah15.8% |
| Compass Inc | UNSCREENED | 1.50% | no in-house ratios for this holding |
| WCN Waste Connections Inc | COMPLIANT | 1.48% | AAOIFI16.4% Usmani44.9% Dow Jones Islamic21.4% S&P Shariah22.2% MSCI Islamic44.9% MSCI Islamic M-Series22.2% FTSE Shariah43.4% |
| RSG Republic Services Inc | COMPLIANT | 1.48% | AAOIFI21.1% Usmani40.7% Dow Jones Islamic21.0% S&P Shariah22.6% MSCI Islamic40.7% MSCI Islamic M-Series22.6% FTSE Shariah40.0% |
| MGM MGM Resorts International | NON_COMPLIANT | 1.46% | AAOIFI288.8% Usmani75.7% Dow Jones Islamic297.5% S&P Shariah266.6% MSCI Islamic75.2% MSCI Islamic M-Series266.6% FTSE Shariah15.2% |
| elf Beauty Inc | UNSCREENED | 1.43% | no in-house ratios for this holding |
| SMG Scotts Miracle-Gro Co/The | NON_COMPLIANT | 1.42% | AAOIFI71.9% Usmani79.0% Dow Jones Islamic70.4% S&P Shariah73.0% MSCI Islamic78.6% MSCI Islamic M-Series73.0% FTSE Shariah66.7% |
| KTB Kontoor Brands Inc | NON_COMPLIANT | 1.38% | AAOIFI32.9% Usmani47.8% Dow Jones Islamic32.0% S&P Shariah34.6% MSCI Islamic47.8% MSCI Islamic M-Series34.6% FTSE Shariah42.9% |
| BJ's Restaurants Inc | UNSCREENED | 1.37% | no in-house ratios for this holding |
| RH RH | NON_COMPLIANT | 1.35% | AAOIFI134.6% Usmani79.8% Dow Jones Islamic77.3% S&P Shariah73.4% MSCI Islamic63.0% MSCI Islamic M-Series73.4% FTSE Shariah46.2% |
| PINS Pinterest Inc | QUESTIONABLE | 1.33% | AAOIFI1.9% Usmani4.5% Dow Jones Islamic1.4% S&P Shariah1.3% MSCI Islamic4.5% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| DLTR Dollar Tree Inc | NON_COMPLIANT | 1.31% | AAOIFI33.0% Usmani54.7% Dow Jones Islamic38.6% S&P Shariah35.1% MSCI Islamic54.7% MSCI Islamic M-Series35.1% FTSE Shariah20.9% |
| Chefs' Warehouse Inc/The | UNSCREENED | 1.25% | no in-house ratios for this holding |
| LFST LifeStance Health Group Inc | COMPLIANT | 1.22% | AAOIFI9.7% Usmani21.7% Dow Jones Islamic17.3% S&P Shariah18.0% MSCI Islamic21.7% MSCI Islamic M-Series18.0% FTSE Shariah12.5% |
| KDP Keurig Dr Pepper Inc | NON_COMPLIANT | 1.03% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| MO Altria Group Inc | NON_COMPLIANT | 1.00% | AAOIFI21.4% Usmani73.6% Dow Jones Islamic25.3% S&P Shariah28.5% MSCI Islamic73.6% MSCI Islamic M-Series28.5% FTSE Shariah73.6% |
| State Street Technology Select | UNSCREENED | 0.90% | no in-house ratios for this holding |
| PLAY Dave & Buster's Entertainment | NON_COMPLIANT | 0.73% | AAOIFI1265.1% Usmani76.9% Dow Jones Islamic419.2% S&P Shariah280.3% MSCI Islamic76.1% MSCI Islamic M-Series280.3% FTSE Shariah36.6% |
| MSTR Strategy Inc | COMPLIANT | 0.72% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| Z Zillow Group Inc | NON_COMPLIANT | 0.69% | AAOIFI4.6% Usmani6.1% Dow Jones Islamic2.4% S&P Shariah2.5% MSCI Islamic6.1% MSCI Islamic M-Series2.5% FTSE Shariah4.3% |
| ADYEN.AS Adyen NV | NON_COMPLIANT | 0.64% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NKE NIKE Inc | COMPLIANT | 0.64% | AAOIFI19.4% Usmani28.7% Dow Jones Islamic21.0% S&P Shariah18.2% MSCI Islamic28.7% MSCI Islamic M-Series18.2% FTSE Shariah20.7% |
| NFLX Netflix Inc | QUESTIONABLE | 0.63% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| MZTI Marzetti Company/The | COMPLIANT | 0.59% | AAOIFI8.5% Usmani15.8% Dow Jones Islamic5.6% S&P Shariah5.4% MSCI Islamic15.2% MSCI Islamic M-Series5.4% FTSE Shariah12.4% |
| LEN Lennar Corp | NON_COMPLIANT | 0.59% | AAOIFI29.9% Usmani17.4% Dow Jones Islamic21.5% S&P Shariah19.9% MSCI Islamic17.4% MSCI Islamic M-Series19.9% FTSE Shariah17.4% |
| CoreWeave Inc | UNSCREENED | 0.58% | no in-house ratios for this holding |
| TTD Trade Desk Inc/The | COMPLIANT | 0.54% | AAOIFI6.6% Usmani7.5% Dow Jones Islamic1.5% S&P Shariah1.4% MSCI Islamic7.5% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| Ollie's Bargain Outlet Holding | UNSCREENED | 0.51% | no in-house ratios for this holding |
| Beyond Meat Inc | UNSCREENED | 0.51% | no in-house ratios for this holding |
| APP AppLovin Corp | COMPLIANT | 0.50% | AAOIFI3.9% Usmani42.5% Dow Jones Islamic2.5% S&P Shariah3.4% MSCI Islamic42.5% MSCI Islamic M-Series3.4% FTSE Shariah42.5% |
| FLUT Flutter Entertainment PLC | NON_COMPLIANT | 0.50% | AAOIFI72.3% Usmani44.5% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic44.5% MSCI Islamic M-Series36.7% FTSE Shariah42.5% |
| BOOT Boot Barn Holdings Inc | COMPLIANT | 0.48% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ORCL Oracle Corp | NON_COMPLIANT | 0.46% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| TSLA Tesla Inc | COMPLIANT | 0.46% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| WMT Walmart Inc | QUESTIONABLE | 0.44% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| CVNA Carvana Co | COMPLIANT | 0.43% | AAOIFI6.8% Usmani38.2% Dow Jones Islamic8.2% S&P Shariah10.9% MSCI Islamic38.2% MSCI Islamic M-Series10.9% FTSE Shariah35.5% |
| WING Wingstop Inc | NON_COMPLIANT | 0.43% | AAOIFI41.6% Usmani193.4% Dow Jones Islamic17.4% S&P Shariah16.3% MSCI Islamic193.4% MSCI Islamic M-Series16.3% FTSE Shariah184.0% |
| PEGA Pegasystems Inc | COMPLIANT | 0.41% | AAOIFI1.2% Usmani5.2% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic5.2% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| FUBO fuboTV Inc | NON_COMPLIANT | 0.40% | AAOIFI3.2% Usmani0.8% Dow Jones Islamic4.1% S&P Shariah4.5% MSCI Islamic0.8% MSCI Islamic M-Series4.5% FTSE Shariah0.0% |
| HCA HCA Healthcare Inc | NON_COMPLIANT | 0.39% | AAOIFI57.2% Usmani82.9% Dow Jones Islamic53.5% S&P Shariah56.7% MSCI Islamic81.7% MSCI Islamic M-Series56.7% FTSE Shariah78.1% |
| ACI Albertsons Cos Inc | NON_COMPLIANT | 0.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KRUS Kura Sushi USA Inc | NON_COMPLIANT | 0.34% | AAOIFI38.7% Usmani44.1% Dow Jones Islamic25.2% S&P Shariah23.7% MSCI Islamic44.1% MSCI Islamic M-Series23.7% FTSE Shariah0.0% |
| GIL.TO Gildan Activewear Inc | NON_COMPLIANT | 0.33% | AAOIFI43.5% Usmani41.2% Dow Jones Islamic35.1% S&P Shariah39.9% MSCI Islamic41.2% MSCI Islamic M-Series39.9% FTSE Shariah41.2% |
| Paramount Skydance Corp | UNSCREENED | 0.31% | no in-house ratios for this holding |
| HSY Hershey Co/The | COMPLIANT | 0.29% | AAOIFI15.8% Usmani39.9% Dow Jones Islamic13.9% S&P Shariah13.9% MSCI Islamic39.4% MSCI Islamic M-Series13.9% FTSE Shariah37.1% |
| COIN Coinbase Global Inc | NON_COMPLIANT | 0.27% | AAOIFI13.1% Usmani23.2% Dow Jones Islamic9.7% S&P Shariah10.8% MSCI Islamic23.2% MSCI Islamic M-Series10.8% FTSE Shariah22.5% |
| RBLX ROBLOX Corp | COMPLIANT | 0.26% | AAOIFI5.7% Usmani18.8% Dow Jones Islamic3.5% S&P Shariah4.2% MSCI Islamic18.8% MSCI Islamic M-Series4.2% FTSE Shariah10.4% |
| SAIA Saia Inc | COMPLIANT | 0.25% | AAOIFI2.8% Usmani7.2% Dow Jones Islamic2.7% S&P Shariah2.5% MSCI Islamic7.2% MSCI Islamic M-Series2.5% FTSE Shariah2.7% |
| N/A | UNSCREENED | 0.21% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.10% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.06% | no in-house ratios for this holding |
The published standards disagree about this fund by 19 points of portfolio weight — 54.2% of it passes AAOIFI, 35.5% 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 54.2% ratios fail on 32.1% 29.8% not rated under AAOIFI
ratios pass on 36.6% ratios fail on 47.2% 32.2% not rated under Usmani
ratios pass on 52.4% ratios fail on 31.0% 32.6% not rated under Dow Jones Islamic
ratios pass on 50.6% ratios fail on 32.8% 32.6% not rated under S&P Shariah
ratios pass on 35.5% ratios fail on 48.3% 32.2% not rated under MSCI Islamic
ratios pass on 50.6% ratios fail on 32.8% 32.6% not rated under MSCI Islamic M-Series
ratios pass on 41.1% ratios fail on 42.3% 32.6% not rated under FTSE Shariah
69 of 87 listed holdings carry our own per-methodology verdicts (89% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 65 (85% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
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 |
|---|---|---|
| First American Government Oblinot matched to a ticker | 9.79% | Not screened |
| VVisa Inc | 2.93% | Compliant |
| STTState Street Corp | 2.81% | Non-compliant |
| XOMExxonMobil Holdings Corp | 2.79% | Compliant |
| DUKDuke Energy Corp | 2.74% | Non-compliant |
| JPMJPMorgan Chase & Co | 2.63% | Non-compliant |
| CSXCSX Corp | 2.52% | Compliant |
| LLYEli Lilly & Co | 2.50% | Compliant |
| Philip Morris International Innot matched to a ticker | 2.48% | Not screened |
| UNHUnitedHealth Group Inc | 2.22% | Non-compliant |
Top 10 of 87 holdings, 33.4% 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.
- First American Government Oblinot screened9.79%
- STTnon-compliant2.81%
- DUKnon-compliant2.74%
- JPMnon-compliant2.63%
- Philip Morris International Innot screened2.48%
- UNHnon-compliant2.22%
What changed, and when
Verdict history for HELS. 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 HELS has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 5 days - this is not a reading of today
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) | 44.40 | NEUTRAL |
| Stochastic %K (14) | 25.41 | NEUTRAL |
| CCI (20) | -76.02 | NEUTRAL |
| Williams %R (14) | -74.59 | NEUTRAL |
| MACD (12,26,9) | -0.04 | SELL |
| ROC (10) | -1.13 | SELL |
| Momentum (10) | -0.27 | SELL |
| EMA (10) | 23.85 | SELL |
| SMA (10) | 23.97 | SELL |
| EMA (20) | 23.89 | SELL |
| SMA (20) | 23.90 | SELL |
| EMA (30) | 23.91 | SELL |
| SMA (30) | 23.81 | SELL |
| EMA (50) | 24.00 | SELL |
| SMA (50) | 23.95 | SELL |
| EMA (100) | 24.04 | SELL |
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.