PFOETF / FundFlaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
Verdicts genuinely change. Free email alert the moment PFO's does — no target price to set, unlike a price alert.
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.
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated · Flaherty & Crumrine Preferred & Income Opportunity Fund Inc
266 holdings · as of 2026-08-31 (2.2 months ago)
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 160% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 111.72% of portfolio weight is in non-compliant holdings, over the 5% threshold.
266 holdings, 193 matched (72% of weight). Portfolio as of 2026-08-31, filed 2026-10-28. Source: SEC Form N-PORT.
22.07% of this portfolio’s income is non-permissible — weighted across holdings, computed over 30% of portfolio weight (91 of 266 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.
1.7% compliant 0.0% questionable 69.9% non-compliant 28.4% unscreened
All holdings (266) · showing 251–266
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| LAND O'LAKES INC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| NWG.L NATWEST GROUP PLC | NON_COMPLIANT | 0.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RGA REINSURANCE GROUP OF AMERICA INC | NON_COMPLIANT | 0.16% | AAOIFI34.5% Usmani3.4% Dow Jones Islamic42.7% S&P Shariah45.0% MSCI Islamic3.4% MSCI Islamic M-Series45.0% FTSE Shariah3.4% |
| AEP AMERICAN ELECTRIC POWER COMPANY INC | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KEY KEYCORP | NON_COMPLIANT | 0.14% | AAOIFI47.1% Usmani5.7% Dow Jones Islamic56.9% S&P Shariah65.9% MSCI Islamic5.7% MSCI Islamic M-Series65.9% FTSE Shariah5.7% |
| ACGL ARCH CAPITAL GROUP LTD | NON_COMPLIANT | 0.14% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CNO CNO FINANCIAL GROUP INC | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CARLYLE FINANCE LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| VLY VALLEY NATIONAL BANCORP | NON_COMPLIANT | 0.11% | AAOIFI41.6% Usmani5.0% Dow Jones Islamic57.4% S&P Shariah64.9% MSCI Islamic5.0% MSCI Islamic M-Series64.9% FTSE Shariah5.0% |
| FULT FULTON FINANCIAL CORP | NON_COMPLIANT | 0.10% | AAOIFI509.7% Usmani67.9% Dow Jones Islamic666.8% S&P Shariah744.2% MSCI Islamic67.9% MSCI Islamic M-Series744.2% FTSE Shariah67.9% |
| VST VISTRA CORP | NON_COMPLIANT | 0.10% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| ABR ARBOR REALTY TRUST INC | NON_COMPLIANT | 0.06% | AAOIFI1134.7% Usmani77.4% Dow Jones Islamic665.1% S&P Shariah640.2% MSCI Islamic77.4% MSCI Islamic M-Series640.2% FTSE Shariah77.4% |
| ANNALY CAPITAL MANAGEMENT INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| LEHMAN BROS HLDG-ESCROW | UNSCREENED | 0.00% | no in-house ratios for this holding |
| LEHMAN BROS HLDG-ESCROW | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BALTA GROUP NV | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 3 points of portfolio weight — 4.4% of it passes MSCI Islamic, 1.3% passes Dow Jones 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 4.1% ratios fail on 110.2% 45.6% not rated under AAOIFI
ratios pass on 4.0% ratios fail on 79.6% 76.4% not rated under Usmani
ratios pass on 1.3% ratios fail on 113.0% 45.6% not rated under Dow Jones Islamic
ratios pass on 1.3% ratios fail on 111.0% 47.6% not rated under S&P Shariah
ratios pass on 4.4% ratios fail on 79.6% 76.0% not rated under MSCI Islamic
ratios pass on 1.3% ratios fail on 113.0% 45.6% not rated under MSCI Islamic M-Series
ratios pass on 4.4% ratios fail on 79.6% 76.0% not rated under FTSE Shariah
99 of 266 listed holdings carry our own per-methodology verdicts (114% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 80 (81% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| GLE.PA SOCIETE GENERALE SA | 3.49% |
| MET METLIFE INC | 2.95% |
| MS MORGAN STANLEY | 2.84% |
| BNP.PA BNP PARIBAS SA | 2.83% |
| FITB FIFTH THIRD BANCORP | 2.69% |
| HSBA.L HSBC HOLDINGS PLC | 2.64% |
| MET METLIFE INC | 2.31% |
| RF REGIONS FINANCIAL CORP | 2.08% |
| FITB FIFTH THIRD BANCORP | 1.94% |
| PNC PNC FINANCIAL SERVICES GROUP INC (THE) | 1.81% |
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated (PFO) 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.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for PFO — this runs off the critical path so the page paints first. It will appear here on its own.
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) | 54.60 | NEUTRAL |
| Stochastic %K (14) | 79.08 | NEUTRAL |
| CCI (20) | 101.62 | SELL |
| Williams %R (14) | -20.92 | NEUTRAL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 1.89 | BUY |
| Momentum (10) | 0.16 | BUY |
| EMA (10) | 8.56 | BUY |
| SMA (10) | 8.56 | BUY |
| EMA (20) | 8.55 | BUY |
| SMA (20) | 8.51 | BUY |
| EMA (30) | 8.56 | BUY |
| SMA (30) | 8.51 | BUY |
| EMA (50) | 8.62 | BUY |
| SMA (50) | 8.63 | SELL |
| EMA (100) | 8.71 | SELL |
| SMA (100) | 8.78 | SELL |
| EMA (200) | 8.79 | SELL |
| SMA (200) | 8.84 | SELL |
About Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
Financial Services · Asset Management
Flaherty & Crumrine Preferred Income Opportunity Fund Inc. is a closed ended equity mutual fund launched and managed by Flaherty & Crumrine Incorporated. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating in the financial services sector. The fund primarily invests in preferred securities. It benchmarks the performance of its portfolio against S&P 500 Index and Barclays Capital U.S. Aggregate Index. Flaherty & Crumrine Preferred Income Opportunity Fund Inc. was formed on December 10, 1991 and is domiciled in the United States.
Background via Yahoo Finance — informational, not part of the verdict.
No real edge — avoid
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.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BULLISH | 44 |
| 🕐 1H | RANGING | 43 |
| ⏱ 15-Min | BEARISH | 130 |
| ⏲ 5-Min | BULLISH | 234 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Peer Movement
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
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.
Still fetching insider filings — it ran past this page's budget, so the page painted without waiting. The fetch is still running; reload in a moment and it will be here.
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-11-03 · Asset managers net 928584 (+5135)
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.