Verdicts genuinely change. Free email alert the moment SBTCX'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.
WESTWOOD BROADMARK TACTICAL PLUS FUND · Ultimus Managers Trust
8 holdings
UNVERIFIED None of this fund's 8 holdings are companies in our screened equity universe. Our look-through screens equities, so it does not apply to a fund holding bonds, sukuk or other instruments — this is not a gap in our data about the fund.
Largest holdings: FIRST AMERICAN FUNDS INC, INVESCO EXCHANGE TRADED FUND TRUST, SELECT SECTOR SPDR TRUST (THE), N/A, CHICAGO MERCANTILE EXCHANGE.
8 holdings, 0 matched (0% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| FIRST AMERICAN FUNDS INC | UNSCREENED | 71.35% | no in-house ratios for this holding |
| INVESCO EXCHANGE TRADED FUND TRUST | UNSCREENED | 18.36% | no in-house ratios for this holding |
| SELECT SECTOR SPDR TRUST (THE) | UNSCREENED | 5.21% | no in-house ratios for this holding |
| N/A | UNSCREENED | 4.61% | no in-house ratios for this holding |
| CHICAGO MERCANTILE EXCHANGE | UNSCREENED | 0.47% | no in-house ratios for this holding |
| CHICAGO MERCANTILE EXCHANGE | UNSCREENED | 0.21% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.14% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.07% | no in-house ratios for this holding |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
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 AMERICAN FUNDS INCnot matched to a ticker | 71.35% | Not screened |
| INVESCO EXCHANGE TRADED FUND TRUSTnot matched to a ticker | 18.36% | Not screened |
| SELECT SECTOR SPDR TRUST (THE)not matched to a ticker | 5.21% | Not screened |
| N/Anot matched to a ticker | 4.61% | Not screened |
| CHICAGO MERCANTILE EXCHANGEnot matched to a ticker · short | 0.47% | Not screened |
| CHICAGO MERCANTILE EXCHANGEnot matched to a ticker · short | 0.21% | Not screened |
| N/Anot matched to a ticker | 0.14% | Not screened |
| N/Anot matched to a ticker | 0.07% | Not screened |
Top 8 of 8 holdings, 100.4% 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 SBTCX. 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 3 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.