Verdicts genuinely change. Free email alert the moment LMRIX'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.
1919 Financial Services Fund · Advisor Managed Portfolios
42 holdings
NON-COMPLIANT 75.26% of portfolio weight is in non-compliant holdings, over the 5% threshold.
42 holdings, 37 matched (88% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
9.19% of this portfolio’s income is non-permissible — weighted across holdings, computed over 48% of portfolio weight (21 of 42 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.
11.3% compliant 1.9% questionable 75.2% non-compliant 11.7% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 9.40% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| V Visa Inc | COMPLIANT | 6.78% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| BAC Bank of America Corp | NON_COMPLIANT | 6.74% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| CB Chubb Ltd | NON_COMPLIANT | 6.50% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| BRK.B Berkshire Hathaway Inc | NON_COMPLIANT | 5.47% | no in-house ratios for this holding |
| QCRH QCR Holdings Inc | NON_COMPLIANT | 5.20% | AAOIFI0.5% Usmani0.1% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic0.1% MSCI Islamic M-Series0.7% FTSE Shariah0.1% |
| FITB Fifth Third Bancorp | NON_COMPLIANT | 4.80% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| ICE Intercontinental Exchange Inc | NON_COMPLIANT | 4.02% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| Coastal Financial Corp/WA | UNSCREENED | 3.70% | no in-house ratios for this holding |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 3.13% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| PNC Financial Services Group I | UNSCREENED | 2.78% | no in-house ratios for this holding |
| BRO Brown & Brown Inc | NON_COMPLIANT | 2.66% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| SSB SOUTHSTATE BANK CORP | NON_COMPLIANT | 2.50% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SYBT Stock Yards Bancorp Inc | NON_COMPLIANT | 2.50% | AAOIFI1.1% Usmani0.3% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic0.3% MSCI Islamic M-Series1.5% FTSE Shariah0.3% |
| AMP Ameriprise Financial Inc | NON_COMPLIANT | 2.49% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BANR Banner Corp | NON_COMPLIANT | 2.44% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SMBK SmartFinancial Inc | NON_COMPLIANT | 2.25% | AAOIFI11.3% Usmani1.7% Dow Jones Islamic15.7% S&P Shariah18.1% MSCI Islamic1.7% MSCI Islamic M-Series18.1% FTSE Shariah1.7% |
| GL Globe Life Inc | NON_COMPLIANT | 2.23% | AAOIFI22.0% Usmani9.3% Dow Jones Islamic27.1% S&P Shariah28.2% MSCI Islamic9.3% MSCI Islamic M-Series28.2% FTSE Shariah9.3% |
| Hanover Insurance Group Inc/Th | UNSCREENED | 2.20% | no in-house ratios for this holding |
| MTB M&T Bank Corp | NON_COMPLIANT | 2.15% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| VRSK Verisk Analytics Inc | QUESTIONABLE | 1.87% | AAOIFI18.2% Usmani101.0% Dow Jones Islamic13.7% S&P Shariah13.5% MSCI Islamic100.6% MSCI Islamic M-Series13.5% FTSE Shariah97.3% |
| SPGI S&P Global Inc | COMPLIANT | 1.86% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| Fidelity Government Portfolio | UNSCREENED | 1.79% | no in-house ratios for this holding |
| CBU Community Financial System Inc | NON_COMPLIANT | 1.73% | AAOIFI14.0% Usmani2.6% Dow Jones Islamic14.9% S&P Shariah16.2% MSCI Islamic2.6% MSCI Islamic M-Series16.2% FTSE Shariah2.6% |
| TRNO Terreno Realty Corp | COMPLIANT | 1.49% | AAOIFI13.1% Usmani16.5% Dow Jones Islamic15.2% S&P Shariah16.2% MSCI Islamic16.5% MSCI Islamic M-Series16.2% FTSE Shariah16.5% |
| MRSH Marsh & McLennan Cos Inc | NON_COMPLIANT | 1.34% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| Reinsurance Group of America I | UNSCREENED | 1.23% | no in-house ratios for this holding |
| MA Mastercard Inc | COMPLIANT | 1.12% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| CME CME Group Inc | NON_COMPLIANT | 1.08% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PGR Progressive Corp/The | NON_COMPLIANT | 0.85% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| TBBK Bancorp Inc/The | NON_COMPLIANT | 0.79% | AAOIFI269.0% Usmani79.6% Dow Jones Islamic270.7% S&P Shariah295.8% MSCI Islamic79.6% MSCI Islamic M-Series295.8% FTSE Shariah79.6% |
| RLI RLI Corp | NON_COMPLIANT | 0.78% | AAOIFI5.2% Usmani4.6% Dow Jones Islamic5.1% S&P Shariah5.1% MSCI Islamic4.6% MSCI Islamic M-Series5.1% FTSE Shariah4.6% |
| SPG Simon Property Group Inc | NON_COMPLIANT | 0.56% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| JLL Jones Lang LaSalle Inc | NON_COMPLIANT | 0.52% | AAOIFI18.3% Usmani14.4% Dow Jones Islamic18.3% S&P Shariah20.5% MSCI Islamic14.4% MSCI Islamic M-Series20.5% FTSE Shariah9.4% |
| CUBE CubeSmart | NON_COMPLIANT | 0.48% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MS Morgan Stanley | NON_COMPLIANT | 0.48% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| AMAL Amalgamated Financial Corp | NON_COMPLIANT | 0.47% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FAF First American Financial Corp | NON_COMPLIANT | 0.43% | AAOIFI15.3% Usmani6.0% Dow Jones Islamic17.7% S&P Shariah18.6% MSCI Islamic6.0% MSCI Islamic M-Series18.6% FTSE Shariah6.0% |
| SNEX StoneX Group Inc | NON_COMPLIANT | 0.39% | AAOIFI21.7% Usmani3.4% Dow Jones Islamic34.4% S&P Shariah42.8% MSCI Islamic3.4% MSCI Islamic M-Series42.8% FTSE Shariah3.4% |
| AUB Atlantic Union Bankshares Corp | NON_COMPLIANT | 0.37% | AAOIFI32.2% Usmani4.9% Dow Jones Islamic43.1% S&P Shariah50.5% MSCI Islamic4.9% MSCI Islamic M-Series50.5% FTSE Shariah4.9% |
| IBKR Interactive Brokers Group Inc | NON_COMPLIANT | 0.32% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RYAN Ryan Specialty Holdings Inc | NON_COMPLIANT | 0.22% | AAOIFI36.4% Usmani31.8% Dow Jones Islamic63.0% S&P Shariah65.1% MSCI Islamic31.8% MSCI Islamic M-Series65.1% FTSE Shariah30.4% |
The published standards disagree about this fund by 6 points of portfolio weight — 17.9% of it passes Dow Jones Islamic, 12.0% 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 16.3% ratios fail on 63.0% 20.7% not rated under AAOIFI
ratios pass on 12.0% ratios fail on 49.3% 38.7% not rated under Usmani
ratios pass on 17.9% ratios fail on 61.5% 20.7% not rated under Dow Jones Islamic
ratios pass on 17.9% ratios fail on 61.5% 20.7% not rated under S&P Shariah
ratios pass on 14.9% ratios fail on 49.3% 35.9% not rated under MSCI Islamic
ratios pass on 17.9% ratios fail on 61.5% 20.7% not rated under MSCI Islamic M-Series
ratios pass on 16.2% ratios fail on 48.0% 35.9% not rated under FTSE Shariah
36 of 42 listed holdings carry our own per-methodology verdicts (83% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 32 (76% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| JPM JPMorgan Chase & Co | 9.40% |
| BAC Bank of America Corp | 6.74% |
| CB Chubb Ltd | 6.50% |
| BRK.B Berkshire Hathaway Inc | 5.47% |
| QCRH QCR Holdings Inc | 5.20% |
| FITB Fifth Third Bancorp | 4.80% |
| ICE Intercontinental Exchange Inc | 4.02% |
| SCHW Charles Schwab Corp/The | 3.13% |
| BRO Brown & Brown Inc | 2.66% |
| SSB SOUTHSTATE BANK CORP | 2.50% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
1919 Financial Services Fund (LMRIX) 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 |
|---|---|---|
| JPMJPMorgan Chase & Co | 9.40% | Non-compliant |
| VVisa Inc | 6.78% | Compliant |
| BACBank of America Corp | 6.74% | Non-compliant |
| CBChubb Ltd | 6.50% | Non-compliant |
| BRK.BBerkshire Hathaway Inc | 5.47% | Non-compliant |
| QCRHQCR Holdings Inc | 5.20% | Non-compliant |
| FITBFifth Third Bancorp | 4.80% | Non-compliant |
| ICEIntercontinental Exchange Inc | 4.02% | Non-compliant |
| Coastal Financial Corp/WAnot matched to a ticker | 3.70% | Not screened |
| SCHWCharles Schwab Corp/The | 3.13% | Non-compliant |
Top 10 of 42 holdings, 55.7% 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 LMRIX. 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) | 52.40 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 102.19 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.11 | BUY |
| ROC (10) | 2.94 | BUY |
| Momentum (10) | 0.78 | BUY |
| EMA (10) | 27.01 | BUY |
| SMA (10) | 26.90 | BUY |
| EMA (20) | 27.13 | BUY |
| SMA (20) | 26.95 | BUY |
| EMA (30) | 27.30 | BUY |
| SMA (30) | 27.37 | SELL |
| EMA (50) | 27.48 | SELL |
| SMA (50) | 27.87 | SELL |
| EMA (100) | 27.40 | SELL |
| SMA (100) | 27.55 | SELL |
| EMA (200) | 26.92 | BUY |
| SMA (200) | 26.82 | 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.