Verdicts genuinely change. Free email alert the moment LMCKX'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.
Miller Income Fund · Advisor Managed Portfolios
39 holdings
NON-COMPLIANT 53.72% of portfolio weight is in non-compliant holdings, over the 5% threshold.
39 holdings, 24 matched (76% of weight). Portfolio as of 2026-06-30, filed 2026-08-31. Source: SEC Form N-PORT.
5.54% of this portfolio’s income is non-permissible — weighted across holdings, computed over 61% of portfolio weight (20 of 39 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.
22.4% compliant 0.0% questionable 53.5% non-compliant 24.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| BFH Bread Financial Holdings Inc | NON_COMPLIANT | 6.87% | AAOIFI101.5% Usmani19.3% Dow Jones Islamic143.0% S&P Shariah165.3% MSCI Islamic19.3% MSCI Islamic M-Series165.3% FTSE Shariah19.3% |
| VTRS Viatris Inc | NON_COMPLIANT | 5.69% | AAOIFI65.8% Usmani38.9% Dow Jones Islamic100.2% S&P Shariah105.1% MSCI Islamic38.9% MSCI Islamic M-Series105.1% FTSE Shariah38.1% |
| CTO CTO Realty Growth Inc | NON_COMPLIANT | 5.40% | AAOIFI80.6% Usmani50.0% Dow Jones Islamic115.6% S&P Shariah134.6% MSCI Islamic50.0% MSCI Islamic M-Series134.6% FTSE Shariah50.0% |
| UPS United Parcel Service Inc | NON_COMPLIANT | 5.38% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| Ituran Location and Control Lt | UNSCREENED | 4.89% | no in-house ratios for this holding |
| LNC Lincoln National Corp | NON_COMPLIANT | 4.87% | AAOIFI74.3% Usmani1.5% Dow Jones Islamic100.2% S&P Shariah113.6% MSCI Islamic1.5% MSCI Islamic M-Series113.6% FTSE Shariah1.5% |
| HAUTO.OL Hoegh Autoliners ASA | COMPLIANT | 4.78% | AAOIFIpass Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VZ Verizon Communications Inc | NON_COMPLIANT | 4.11% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| MRP Millrose Properties Inc | NON_COMPLIANT | 3.99% | AAOIFI50.2% Usmani25.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic25.5% MSCI Islamic M-Seriesfail FTSE Shariah25.5% |
| Crescent Energy Co | UNSCREENED | 3.92% | no in-house ratios for this holding |
| CHRD Chord Energy Corp | COMPLIANT | 3.82% | AAOIFI18.8% Usmani11.0% Dow Jones Islamic23.8% S&P Shariah23.8% MSCI Islamic11.0% MSCI Islamic M-Series23.8% FTSE Shariah10.8% |
| JXN Jackson Financial Inc | NON_COMPLIANT | 3.35% | AAOIFI29.9% Usmani0.8% Dow Jones Islamic40.4% S&P Shariah46.2% MSCI Islamic0.8% MSCI Islamic M-Series46.2% FTSE Shariah0.8% |
| OMF OneMain Holdings Inc | NON_COMPLIANT | 2.92% | AAOIFI304.9% Usmani82.9% Dow Jones Islamic364.4% S&P Shariah399.4% MSCI Islamic82.9% MSCI Islamic M-Series399.4% FTSE Shariah82.9% |
| Upbound Group Inc | UNSCREENED | 2.92% | no in-house ratios for this holding |
| CALM Cal-Maine Foods Inc | COMPLIANT | 2.89% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CONDUENT BUS SERVICES | UNSCREENED | 2.67% | no in-house ratios for this holding |
| MSTR STRATEGY INC | COMPLIANT | 2.45% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| UGI Corp | UNSCREENED | 2.42% | no in-house ratios for this holding |
| BMY Bristol-Myers Squibb Co | NON_COMPLIANT | 2.32% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JELDWEN HOLDING | UNSCREENED | 2.31% | no in-house ratios for this holding |
| QUAD Quad/Graphics Inc | NON_COMPLIANT | 2.31% | AAOIFI91.1% Usmani40.9% Dow Jones Islamic156.0% S&P Shariah172.0% MSCI Islamic40.8% MSCI Islamic M-Series172.0% FTSE Shariah35.2% |
| MSTR Strategy Inc | COMPLIANT | 1.95% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| ABR Arbor Realty Trust Inc | NON_COMPLIANT | 1.92% | AAOIFI1134.7% Usmani77.4% Dow Jones Islamic665.1% S&P Shariah640.2% MSCI Islamic77.4% MSCI Islamic M-Series640.2% FTSE Shariah77.4% |
| BBW Build-A-Bear Workshop Inc | NON_COMPLIANT | 1.88% | AAOIFI38.6% Usmani37.6% Dow Jones Islamic22.0% S&P Shariah25.2% MSCI Islamic37.6% MSCI Islamic M-Series25.2% FTSE Shariah0.0% |
| Western Alliance Bancorp | UNSCREENED | 1.85% | no in-house ratios for this holding |
| CVNA CARVANA CO | COMPLIANT | 1.85% | AAOIFI6.8% Usmani38.2% Dow Jones Islamic8.2% S&P Shariah10.9% MSCI Islamic38.2% MSCI Islamic M-Series10.9% FTSE Shariah35.5% |
| ARLP Alliance Resource Partners LP | COMPLIANT | 1.83% | AAOIFI17.3% Usmani20.1% Dow Jones Islamic19.9% S&P Shariah21.9% MSCI Islamic20.1% MSCI Islamic M-Series21.9% FTSE Shariah19.7% |
| BCC Boise Cascade Co | COMPLIANT | 1.66% | AAOIFI18.2% Usmani16.2% Dow Jones Islamic14.6% S&P Shariah13.1% MSCI Islamic14.8% MSCI Islamic M-Series13.1% FTSE Shariah13.2% |
| GTN GRAY MEDIA INC | NON_COMPLIANT | 1.56% | AAOIFI1180.6% Usmani56.4% Dow Jones Islamic1327.9% S&P Shariah1203.9% MSCI Islamic56.4% MSCI Islamic M-Series1203.9% FTSE Shariah55.6% |
| CANNABIST CO HLDGS INC | UNSCREENED | 1.38% | no in-house ratios for this holding |
| MSTR STRATEGY INC | COMPLIANT | 1.25% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| LYB LyondellBasell Industries NV | NON_COMPLIANT | 1.16% | AAOIFI62.2% Usmani37.0% Dow Jones Islamic65.8% S&P Shariah58.8% MSCI Islamic37.0% MSCI Islamic M-Series58.8% FTSE Shariah33.2% |
| Carlyle Group Inc/The | UNSCREENED | 0.97% | no in-house ratios for this holding |
| U.S. Bank Money Market Deposit Account | UNSCREENED | 0.51% | no in-house ratios for this holding |
| BLOOMIN' BRANDS INC/OSI | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Verano Holdings Corp/NV | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Cannabist Co Holdings Inc/The | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Sberbank of Russia PJSC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Alrosa PJSC | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 7 points of portfolio weight — 20.0% of it passes FTSE Shariah, 13.0% 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 19.6% ratios fail on 51.4% 29.5% not rated under AAOIFI
ratios pass on 13.0% ratios fail on 54.0% 33.5% not rated under Usmani
ratios pass on 16.7% ratios fail on 54.3% 29.5% not rated under Dow Jones Islamic
ratios pass on 16.7% ratios fail on 54.3% 29.5% not rated under S&P Shariah
ratios pass on 17.0% ratios fail on 54.0% 29.5% not rated under MSCI Islamic
ratios pass on 16.7% ratios fail on 54.3% 29.5% not rated under MSCI Islamic M-Series
ratios pass on 20.0% ratios fail on 51.0% 29.5% not rated under FTSE Shariah
22 of 39 listed holdings carry our own per-methodology verdicts (76% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 19 (66% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BFH Bread Financial Holdings Inc | 6.87% |
| VTRS Viatris Inc | 5.69% |
| CTO CTO Realty Growth Inc | 5.40% |
| UPS United Parcel Service Inc | 5.38% |
| LNC Lincoln National Corp | 4.87% |
| VZ Verizon Communications Inc | 4.11% |
| MRP Millrose Properties Inc | 3.99% |
| JXN Jackson Financial Inc | 3.35% |
| OMF OneMain Holdings Inc | 2.92% |
| BMY Bristol-Myers Squibb Co | 2.32% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Miller Income Fund (LMCKX) 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 |
|---|---|---|
| BFHBread Financial Holdings Inc | 6.87% | Non-compliant |
| VTRSViatris Inc | 5.69% | Non-compliant |
| CTOCTO Realty Growth Inc | 5.40% | Non-compliant |
| UPSUnited Parcel Service Inc | 5.38% | Non-compliant |
| Ituran Location and Control Ltnot matched to a ticker | 4.89% | Not screened |
| LNCLincoln National Corp | 4.87% | Non-compliant |
| HAUTO.OLHoegh Autoliners ASA | 4.78% | Compliant |
| VZVerizon Communications Inc | 4.11% | Non-compliant |
| MRPMillrose Properties Inc | 3.99% | Non-compliant |
| Crescent Energy Conot matched to a ticker | 3.92% | Not screened |
Top 10 of 39 holdings, 49.9% 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 LMCKX. 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 6 days - this is not a reading of today
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.