Verdicts genuinely change. Free email alert the moment RKSAX'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.
Rockefeller US Small Cap Core Fund · Trust for Professional Managers
47 holdings
NON-COMPLIANT 21.64% of portfolio weight is in non-compliant holdings, over the 5% threshold.
47 holdings, 36 matched (75% of weight). Portfolio as of 2026-05-31, filed 2026-07-27. Source: SEC Form N-PORT.
0.98% of this portfolio’s income is non-permissible — weighted across holdings, computed over 69% of portfolio weight (33 of 47 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.
53.3% compliant 0.0% questionable 21.6% non-compliant 25.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| First Bancorp/Southern Pines N | UNSCREENED | 3.96% | no in-house ratios for this holding |
| HA Sustainable Infrastructure | UNSCREENED | 3.95% | no in-house ratios for this holding |
| Korn Ferry | UNSCREENED | 3.25% | no in-house ratios for this holding |
| SNEX StoneX Group Inc | NON_COMPLIANT | 3.21% | AAOIFI21.7% Usmani3.4% Dow Jones Islamic34.4% S&P Shariah42.8% MSCI Islamic3.4% MSCI Islamic M-Series42.8% FTSE Shariah3.4% |
| STC Stewart Information Services C | NON_COMPLIANT | 3.18% | AAOIFI31.4% Usmani19.6% Dow Jones Islamic33.9% S&P Shariah36.6% MSCI Islamic19.6% MSCI Islamic M-Series36.6% FTSE Shariah19.6% |
| HLIO Helios Technologies Inc | COMPLIANT | 3.05% | AAOIFI10.4% Usmani16.2% Dow Jones Islamic13.7% S&P Shariah14.5% MSCI Islamic16.2% MSCI Islamic M-Series14.5% FTSE Shariah14.9% |
| CECO CECO Environmental Corp | COMPLIANT | 2.99% | AAOIFI16.5% Usmani20.4% Dow Jones Islamic42.8% S&P Shariah52.9% MSCI Islamic20.4% MSCI Islamic M-Series52.9% FTSE Shariah19.5% |
| MD Pediatrix Medical Group Inc | NON_COMPLIANT | 2.93% | AAOIFI28.2% Usmani29.1% Dow Jones Islamic41.0% S&P Shariah48.7% MSCI Islamic29.1% MSCI Islamic M-Series48.7% FTSE Shariah27.4% |
| LMB Limbach Holdings Inc | COMPLIANT | 2.92% | AAOIFI10.1% Usmani20.6% Dow Jones Islamic5.7% S&P Shariah6.9% MSCI Islamic14.7% MSCI Islamic M-Series6.9% FTSE Shariah10.1% |
| WINA Winmark Corp | COMPLIANT | 2.84% | AAOIFI0.2% Usmani6.4% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic6.4% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| CALX Calix Inc | COMPLIANT | 2.78% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| UTI Universal Technical Institute | COMPLIANT | 2.73% | AAOIFI30.9% Usmani40.4% Dow Jones Islamic22.4% S&P Shariah28.0% MSCI Islamic40.0% MSCI Islamic M-Series28.0% FTSE Shariah17.8% |
| BJ's Restaurants Inc | UNSCREENED | 2.68% | no in-house ratios for this holding |
| HURN Huron Consulting Group Inc | NON_COMPLIANT | 2.54% | AAOIFI35.9% Usmani55.8% Dow Jones Islamic38.0% S&P Shariah40.9% MSCI Islamic55.8% MSCI Islamic M-Series40.9% FTSE Shariah53.8% |
| ARCB ArcBest Corp | COMPLIANT | 2.45% | AAOIFI14.9% Usmani18.7% Dow Jones Islamic21.2% S&P Shariah19.5% MSCI Islamic18.7% MSCI Islamic M-Series19.5% FTSE Shariah8.8% |
| MIR Mirion Technologies Inc | COMPLIANT | 2.37% | AAOIFI11.3% Usmani13.5% Dow Jones Islamic10.2% S&P Shariah12.1% MSCI Islamic13.5% MSCI Islamic M-Series12.1% FTSE Shariah12.6% |
| OGS ONE Gas Inc | NON_COMPLIANT | 2.28% | AAOIFI51.6% Usmani29.4% Dow Jones Islamic57.7% S&P Shariah63.4% MSCI Islamic29.4% MSCI Islamic M-Series63.4% FTSE Shariah29.4% |
| BELFA Bel Fuse Inc | COMPLIANT | 2.26% | AAOIFI1.0% Usmani2.7% Dow Jones Islamic11.3% S&P Shariah13.7% MSCI Islamic2.7% MSCI Islamic M-Series13.7% FTSE Shariah0.0% |
| PWP Perella Weinberg Partners | NON_COMPLIANT | 2.23% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LRN Stride Inc | COMPLIANT | 2.20% | AAOIFI12.2% Usmani22.4% Dow Jones Islamic9.2% S&P Shariah10.7% MSCI Islamic17.6% MSCI Islamic M-Series10.7% FTSE Shariah17.2% |
| DOCN DigitalOcean Holdings Inc | COMPLIANT | 2.19% | AAOIFI9.5% Usmani58.0% Dow Jones Islamic23.7% S&P Shariah28.5% MSCI Islamic44.8% MSCI Islamic M-Series28.5% FTSE Shariah29.5% |
| WTTR Select Water Solutions Inc | COMPLIANT | 2.12% | AAOIFI11.6% Usmani16.3% Dow Jones Islamic17.0% S&P Shariah19.1% MSCI Islamic16.3% MSCI Islamic M-Series19.1% FTSE Shariah14.5% |
| NGVT Ingevity Corp | NON_COMPLIANT | 2.07% | AAOIFI51.0% Usmani80.4% Dow Jones Islamic63.7% S&P Shariah67.4% MSCI Islamic80.4% MSCI Islamic M-Series67.4% FTSE Shariah78.1% |
| Napco Security Technologies In | UNSCREENED | 2.03% | no in-house ratios for this holding |
| PLUS ePlus Inc | COMPLIANT | 1.99% | AAOIFI2.3% Usmani2.9% Dow Jones Islamic2.6% S&P Shariah2.7% MSCI Islamic2.9% MSCI Islamic M-Series2.7% FTSE Shariah2.1% |
| Skyward Specialty Insurance Gr | UNSCREENED | 1.88% | no in-house ratios for this holding |
| PDFS PDF Solutions Inc | COMPLIANT | 1.87% | AAOIFI3.5% Usmani13.8% Dow Jones Islamic5.8% S&P Shariah5.8% MSCI Islamic13.8% MSCI Islamic M-Series5.8% FTSE Shariah12.8% |
| Ducommun Inc | UNSCREENED | 1.83% | no in-house ratios for this holding |
| DXP Enterprises Inc/TX | UNSCREENED | 1.82% | no in-house ratios for this holding |
| BLFS BioLife Solutions Inc | COMPLIANT | 1.82% | AAOIFI0.9% Usmani3.5% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic3.5% MSCI Islamic M-Series1.5% FTSE Shariah0.0% |
| PI Impinj Inc | COMPLIANT | 1.81% | AAOIFI5.1% Usmani49.9% Dow Jones Islamic6.2% S&P Shariah6.8% MSCI Islamic49.9% MSCI Islamic M-Series6.8% FTSE Shariah45.2% |
| UFPT UFP Technologies Inc | COMPLIANT | 1.70% | AAOIFI6.1% Usmani20.0% Dow Jones Islamic7.3% S&P Shariah7.6% MSCI Islamic20.0% MSCI Islamic M-Series7.6% FTSE Shariah17.2% |
| ESE ESCO Technologies Inc | COMPLIANT | 1.67% | AAOIFI1.9% Usmani6.2% Dow Jones Islamic2.5% S&P Shariah3.0% MSCI Islamic5.6% MSCI Islamic M-Series3.0% FTSE Shariah3.5% |
| LMAT LeMaitre Vascular Inc | COMPLIANT | 1.63% | AAOIFI1.2% Usmani3.3% Dow Jones Islamic1.0% S&P Shariah1.1% MSCI Islamic3.3% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| WD Walker & Dunlop Inc | NON_COMPLIANT | 1.60% | AAOIFI3.6% Usmani1.2% Dow Jones Islamic2.6% S&P Shariah2.4% MSCI Islamic1.2% MSCI Islamic M-Series2.4% FTSE Shariah1.2% |
| EZPW EZCORP Inc | NON_COMPLIANT | 1.60% | AAOIFI39.9% Usmani37.5% Dow Jones Islamic67.7% S&P Shariah81.3% MSCI Islamic37.4% MSCI Islamic M-Series81.3% FTSE Shariah24.0% |
| CRVL CorVel Corp | COMPLIANT | 1.59% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RadNet Inc | UNSCREENED | 1.43% | no in-house ratios for this holding |
| WGS GeneDx Holdings Corp | COMPLIANT | 1.41% | AAOIFI4.7% Usmani20.1% Dow Jones Islamic3.9% S&P Shariah5.5% MSCI Islamic20.1% MSCI Islamic M-Series5.5% FTSE Shariah20.1% |
| SLP Simulations Plus Inc | COMPLIANT | 1.40% | AAOIFI0.1% Usmani0.3% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| PRCT Procept Biorobotics Corp | COMPLIANT | 1.28% | AAOIFI5.9% Usmani16.2% Dow Jones Islamic3.0% S&P Shariah3.0% MSCI Islamic16.2% MSCI Islamic M-Series3.0% FTSE Shariah10.8% |
| US Physical Therapy Inc | UNSCREENED | 1.23% | no in-house ratios for this holding |
| QTWO Q2 Holdings Inc | COMPLIANT | 1.23% | AAOIFI1.1% Usmani4.2% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic4.2% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| BMI Badger Meter Inc | COMPLIANT | 1.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ICHR Ichor Holdings Ltd | COMPLIANT | 1.05% | AAOIFI7.3% Usmani13.0% Dow Jones Islamic12.3% S&P Shariah13.0% MSCI Islamic13.0% MSCI Islamic M-Series13.0% FTSE Shariah10.1% |
| Invesco Government & Agency Po | UNSCREENED | 1.03% | no in-house ratios for this holding |
| DV DoubleVerify Holdings Inc | COMPLIANT | 0.87% | AAOIFI4.0% Usmani8.5% Dow Jones Islamic3.6% S&P Shariah2.6% MSCI Islamic6.3% MSCI Islamic M-Series2.6% FTSE Shariah0.0% |
The published standards disagree about this fund by 17 points of portfolio weight — 41.4% of it passes AAOIFI, 24.0% 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 41.4% ratios fail on 24.9% 33.8% not rated under AAOIFI
ratios pass on 33.4% ratios fail on 33.0% 33.8% not rated under Usmani
ratios pass on 36.2% ratios fail on 32.4% 31.5% not rated under Dow Jones Islamic
ratios pass on 38.2% ratios fail on 30.4% 31.5% not rated under S&P Shariah
ratios pass on 24.0% ratios fail on 44.7% 31.5% not rated under MSCI Islamic
ratios pass on 36.2% ratios fail on 32.4% 31.5% not rated under MSCI Islamic M-Series
ratios pass on 36.3% ratios fail on 30.1% 33.8% not rated under FTSE Shariah
36 of 47 listed holdings carry our own per-methodology verdicts (75% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 33 (69% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SNEX StoneX Group Inc | 3.21% |
| STC Stewart Information Services C | 3.18% |
| MD Pediatrix Medical Group Inc | 2.93% |
| HURN Huron Consulting Group Inc | 2.54% |
| OGS ONE Gas Inc | 2.28% |
| PWP Perella Weinberg Partners | 2.23% |
| NGVT Ingevity Corp | 2.07% |
| WD Walker & Dunlop Inc | 1.60% |
| EZPW EZCORP Inc | 1.60% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Rockefeller US Small Cap Core Fund (RKSAX) 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 |
|---|---|---|
| First Bancorp/Southern Pines Nnot matched to a ticker | 3.96% | Not screened |
| HA Sustainable Infrastructurenot matched to a ticker | 3.95% | Not screened |
| Korn Ferrynot matched to a ticker | 3.25% | Not screened |
| SNEXStoneX Group Inc | 3.21% | Non-compliant |
| STCStewart Information Services C | 3.18% | Non-compliant |
| HLIOHelios Technologies Inc | 3.05% | Compliant |
| CECOCECO Environmental Corp | 2.99% | Compliant |
| MDPediatrix Medical Group Inc | 2.93% | Non-compliant |
| LMBLimbach Holdings Inc | 2.92% | Compliant |
| WINAWinmark Corp | 2.84% | Compliant |
Top 10 of 47 holdings, 32.3% 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 RKSAX. 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) | 45.80 | NEUTRAL |
| Stochastic %K (14) | 64.52 | NEUTRAL |
| CCI (20) | 9.24 | NEUTRAL |
| Williams %R (14) | -35.48 | NEUTRAL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 0.41 | BUY |
| Momentum (10) | 0.05 | BUY |
| EMA (10) | 12.36 | BUY |
| SMA (10) | 12.34 | BUY |
| EMA (20) | 12.41 | SELL |
| SMA (20) | 12.36 | BUY |
| EMA (30) | 12.47 | SELL |
| SMA (30) | 12.45 | SELL |
| EMA (50) | 12.55 | SELL |
| SMA (50) | 12.70 | SELL |
| EMA (100) | 12.51 | SELL |
| SMA (100) | 12.68 | SELL |
| EMA (200) | 12.14 | BUY |
| SMA (200) | 12.16 | 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.