Verdicts genuinely change. Free email alert the moment PVCMX'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.
Palm Valley Capital Fund · Series Portfolios Trust
28 holdings
NON-COMPLIANT 79.84% of portfolio weight is in non-compliant holdings, over the 5% threshold.
64.80% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
28 holdings, 26 matched (88% of weight). Portfolio as of 2026-06-30, filed 2026-08-25. Source: SEC Form N-PORT.
0.97% of this portfolio’s income is non-permissible — weighted across holdings, computed over 23% of portfolio weight (21 of 28 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.
8.7% compliant 0.0% questionable 79.8% non-compliant 11.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| TREASURY BILL | NON_COMPLIANT | 25.25% | no in-house ratios for this holding |
| TREASURY BILL | NON_COMPLIANT | 23.48% | no in-house ratios for this holding |
| TREASURY BILL | NON_COMPLIANT | 14.41% | no in-house ratios for this holding |
| First American Treasury Obliga | UNSCREENED | 10.57% | no in-house ratios for this holding |
| RYN Rayonier Inc | NON_COMPLIANT | 3.13% | AAOIFI34.1% Usmani27.1% Dow Jones Islamic48.4% S&P Shariah51.1% MSCI Islamic26.9% MSCI Islamic M-Series51.1% FTSE Shariah26.6% |
| DOX Amdocs Ltd | COMPLIANT | 2.93% | AAOIFI12.6% Usmani12.4% Dow Jones Islamic9.2% S&P Shariah8.9% MSCI Islamic12.4% MSCI Islamic M-Series8.9% FTSE Shariah10.1% |
| KELYA Kelly Services Inc | COMPLIANT | 2.27% | AAOIFI22.8% Usmani5.6% Dow Jones Islamic30.1% S&P Shariah24.7% MSCI Islamic5.6% MSCI Islamic M-Series24.7% FTSE Shariah3.4% |
| LKQ LKQ Corp | NON_COMPLIANT | 2.03% | AAOIFI24.7% Usmani9.2% Dow Jones Islamic17.0% S&P Shariah15.2% MSCI Islamic9.2% MSCI Islamic M-Series15.2% FTSE Shariah0.0% |
| TREASURY BILL | NON_COMPLIANT | 1.66% | no in-house ratios for this holding |
| REYN Reynolds Consumer Products Inc | NON_COMPLIANT | 1.13% | AAOIFI35.4% Usmani33.4% Dow Jones Islamic33.1% S&P Shariah32.3% MSCI Islamic33.1% MSCI Islamic M-Series32.3% FTSE Shariah31.0% |
| HCSG Healthcare Services Group Inc | COMPLIANT | 1.03% | AAOIFI1.2% Usmani2.2% Dow Jones Islamic1.5% S&P Shariah1.7% MSCI Islamic2.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| TFX Teleflex Inc | NON_COMPLIANT | 1.02% | AAOIFI50.9% Usmani44.0% Dow Jones Islamic46.9% S&P Shariah39.1% MSCI Islamic44.0% MSCI Islamic M-Series39.1% FTSE Shariah41.4% |
| FLO Flowers Foods Inc | NON_COMPLIANT | 1.00% | AAOIFI150.7% Usmani47.9% Dow Jones Islamic71.4% S&P Shariah61.7% MSCI Islamic47.9% MSCI Islamic M-Series61.7% FTSE Shariah40.3% |
| ManpowerGroup Inc | UNSCREENED | 0.96% | no in-house ratios for this holding |
| DOM.L Domino's Pizza Group PLC | NON_COMPLIANT | 0.96% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FPI Farmland Partners Inc | NON_COMPLIANT | 0.92% | AAOIFI48.4% Usmani32.1% Dow Jones Islamic48.5% S&P Shariah49.1% MSCI Islamic32.1% MSCI Islamic M-Series49.1% FTSE Shariah32.1% |
| 0288.HK WH Group Ltd | NON_COMPLIANT | 0.81% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| TAP Molson Coors Beverage Co | NON_COMPLIANT | 0.74% | AAOIFI103.6% Usmani32.6% Dow Jones Islamic93.0% S&P Shariah89.1% MSCI Islamic32.4% MSCI Islamic M-Series89.1% FTSE Shariah31.5% |
| INGR Ingredion Inc | COMPLIANT | 0.71% | AAOIFI28.1% Usmani22.1% Dow Jones Islamic23.4% S&P Shariah24.2% MSCI Islamic22.1% MSCI Islamic M-Series24.2% FTSE Shariah22.1% |
| CHRD Chord Energy Corp | COMPLIANT | 0.70% | AAOIFI18.8% Usmani11.0% Dow Jones Islamic23.8% S&P Shariah23.8% MSCI Islamic11.0% MSCI Islamic M-Series23.8% FTSE Shariah10.8% |
| CRI Carter's Inc | NON_COMPLIANT | 0.62% | AAOIFI97.4% Usmani43.4% Dow Jones Islamic84.8% S&P Shariah69.6% MSCI Islamic43.4% MSCI Islamic M-Series69.6% FTSE Shariah20.8% |
| RGP Resources Connection Inc | NON_COMPLIANT | 0.56% | AAOIFI15.1% Usmani8.7% Dow Jones Islamic12.0% S&P Shariah8.9% MSCI Islamic8.7% MSCI Islamic M-Series8.9% FTSE Shariah0.0% |
| TBI TrueBlue Inc | NON_COMPLIANT | 0.55% | AAOIFI46.2% Usmani22.2% Dow Jones Islamic73.5% S&P Shariah55.1% MSCI Islamic22.2% MSCI Islamic M-Series55.1% FTSE Shariah13.2% |
| CLX Clorox Co/The | NON_COMPLIANT | 0.55% | AAOIFI28.0% Usmani45.0% Dow Jones Islamic20.3% S&P Shariah19.4% MSCI Islamic45.0% MSCI Islamic M-Series19.4% FTSE Shariah38.6% |
| HOFT Hooker Furnishings Corp | COMPLIANT | 0.51% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VNT Vontier Corp | NON_COMPLIANT | 0.51% | AAOIFI35.9% Usmani40.3% Dow Jones Islamic30.9% S&P Shariah30.2% MSCI Islamic40.3% MSCI Islamic M-Series30.2% FTSE Shariah39.6% |
| UTZ Utz Brands Inc | NON_COMPLIANT | 0.50% | AAOIFI49.5% Usmani36.5% Dow Jones Islamic58.5% S&P Shariah53.7% MSCI Islamic36.5% MSCI Islamic M-Series53.7% FTSE Shariah30.2% |
| RHI Robert Half Inc | COMPLIANT | 0.50% | AAOIFI6.0% Usmani8.4% Dow Jones Islamic6.0% S&P Shariah4.9% MSCI Islamic8.4% MSCI Islamic M-Series4.9% FTSE Shariah0.0% |
The published standards disagree about this fund by 3 points of portfolio weight — 9.2% of it passes Usmani, 6.0% 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 7.8% ratios fail on 12.5% 79.8% not rated under AAOIFI
ratios pass on 9.2% ratios fail on 10.2% 80.7% not rated under Usmani
ratios pass on 6.0% ratios fail on 14.2% 79.8% not rated under Dow Jones Islamic
ratios pass on 7.7% ratios fail on 12.5% 79.8% not rated under S&P Shariah
ratios pass on 6.3% ratios fail on 13.9% 79.8% not rated under MSCI Islamic
ratios pass on 7.2% ratios fail on 13.1% 79.8% not rated under MSCI Islamic M-Series
ratios pass on 7.9% ratios fail on 12.3% 79.8% not rated under FTSE Shariah
22 of 28 listed holdings carry our own per-methodology verdicts (24% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 19 (21% 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.
Palm Valley Capital Fund (PVCMX) 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 |
|---|---|---|
| TREASURY BILLnot matched to a ticker | 25.25% | Non-compliant |
| TREASURY BILLnot matched to a ticker | 23.48% | Non-compliant |
| TREASURY BILLnot matched to a ticker | 14.41% | Non-compliant |
| First American Treasury Obliganot matched to a ticker | 10.57% | Not screened |
| RYNRayonier Inc | 3.13% | Non-compliant |
| DOXAmdocs Ltd | 2.93% | Compliant |
| KELYAKelly Services Inc | 2.27% | Compliant |
| LKQLKQ Corp | 2.03% | Non-compliant |
| TREASURY BILLnot matched to a ticker | 1.66% | Non-compliant |
| REYNReynolds Consumer Products Inc | 1.13% | Non-compliant |
Top 10 of 28 holdings, 86.9% 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 PVCMX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
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) | 39.00 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -108.33 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | 0.00 | BUY |
| ROC (10) | -0.08 | SELL |
| Momentum (10) | -0.01 | SELL |
| EMA (10) | 12.67 | SELL |
| SMA (10) | 12.67 | SELL |
| EMA (20) | 12.69 | SELL |
| SMA (20) | 12.68 | SELL |
| EMA (30) | 12.70 | SELL |
| SMA (30) | 12.70 | SELL |
| EMA (50) | 12.71 | SELL |
| SMA (50) | 12.77 | SELL |
| EMA (100) | 12.65 | SELL |
| SMA (100) | 12.67 | SELL |
| EMA (200) | 12.48 | BUY |
| SMA (200) | 12.49 | 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.