YORKTOWN SMALL CAP FUND · American Pension Investors Trust
93 holdings · as of 2026-04-30 (4.4 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
NON-COMPLIANT 30.05% of portfolio weight is in non-compliant holdings, over the 5% threshold.
93 holdings, 89 matched (94% of weight). Portfolio as of 2026-04-30, filed 2026-06-29. Source: SEC Form N-PORT.
3.13% of this portfolio’s income is non-permissible — weighted across holdings, computed over 87% of portfolio weight (83 of 93 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.
63.4% compliant 0.0% questionable 30.0% non-compliant 6.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| N/A | UNSCREENED | 2.48% | no in-house ratios for this holding |
| IONQ IONQ INC | COMPLIANT | 2.35% | AAOIFI0.3% Usmani0.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic0.8% MSCI Islamic M-Series0.6% FTSE Shariah0.0% |
| GH GUARDANT HEALTH INC | COMPLIANT | 2.15% | AAOIFI7.8% Usmani88.7% Dow Jones Islamic17.9% S&P Shariah23.1% MSCI Islamic88.7% MSCI Islamic M-Series23.1% FTSE Shariah78.6% |
| ACMR ACM RESEARCH INC | COMPLIANT | 1.92% | AAOIFI4.5% Usmani7.1% Dow Jones Islamic14.2% S&P Shariah16.9% MSCI Islamic7.1% MSCI Islamic M-Series16.9% FTSE Shariah6.9% |
| MLI MUELLER INDUSTRIES INC | COMPLIANT | 1.74% | AAOIFI0.2% Usmani0.6% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.1% |
| NVMI NOVA LTD | COMPLIANT | 1.73% | AAOIFI6.8% Usmani33.9% Dow Jones Islamic8.7% S&P Shariah10.3% MSCI Islamic33.9% MSCI Islamic M-Series10.3% FTSE Shariah31.0% |
| IESC IES HOLDINGS INC | COMPLIANT | 1.69% | AAOIFI0.8% Usmani4.9% Dow Jones Islamic1.5% S&P Shariah1.9% MSCI Islamic4.9% MSCI Islamic M-Series1.9% FTSE Shariah1.5% |
| ROAD CONSTRUCTION PARTNERS INC | COMPLIANT | 1.65% | AAOIFI31.8% Usmani52.4% Dow Jones Islamic32.7% S&P Shariah39.6% MSCI Islamic52.4% MSCI Islamic M-Series39.6% FTSE Shariah49.5% |
| RBC RBC BEARINGS INC | COMPLIANT | 1.62% | AAOIFI5.6% Usmani17.7% Dow Jones Islamic6.5% S&P Shariah7.6% MSCI Islamic16.8% MSCI Islamic M-Series7.6% FTSE Shariah15.5% |
| AX AXOS FINANCIAL INC | NON_COMPLIANT | 1.61% | AAOIFI23.3% Usmani4.3% Dow Jones Islamic28.2% S&P Shariah32.0% MSCI Islamic4.3% MSCI Islamic M-Series32.0% FTSE Shariah4.3% |
| FCFS FIRSTCASH HOLDINGS INC | NON_COMPLIANT | 1.61% | AAOIFI27.6% Usmani49.3% Dow Jones Islamic40.0% S&P Shariah44.0% MSCI Islamic49.3% MSCI Islamic M-Series44.0% FTSE Shariah42.8% |
| RMBS RAMBUS INC | COMPLIANT | 1.59% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| INSMED INC | UNSCREENED | 1.59% | no in-house ratios for this holding |
| DMW2.F FREEDOM HOLDING CORP | NON_COMPLIANT | 1.55% | AAOIFI22.4% Usmani18.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic18.5% MSCI Islamic M-Seriesfail FTSE Shariah18.5% |
| ALGM ALLEGRO MICROSYSTEMS INC | COMPLIANT | 1.53% | AAOIFI4.5% Usmani22.0% Dow Jones Islamic5.2% S&P Shariah5.3% MSCI Islamic21.5% MSCI Islamic M-Series5.3% FTSE Shariah20.3% |
| CHEF CHEFS' WAREHOUSE INC (THE) | COMPLIANT | 1.53% | AAOIFI21.0% Usmani54.6% Dow Jones Islamic37.8% S&P Shariah45.3% MSCI Islamic49.2% MSCI Islamic M-Series45.3% FTSE Shariah37.7% |
| AZZ AZZ INC | COMPLIANT | 1.50% | AAOIFI12.6% Usmani24.1% Dow Jones Islamic16.2% S&P Shariah19.3% MSCI Islamic23.4% MSCI Islamic M-Series19.3% FTSE Shariah21.3% |
| SNEX STONEX GROUP INC | NON_COMPLIANT | 1.46% | AAOIFI21.7% Usmani3.4% Dow Jones Islamic34.4% S&P Shariah42.8% MSCI Islamic3.4% MSCI Islamic M-Series42.8% FTSE Shariah3.4% |
| KGS KODIAK GAS SERVICES INC | NON_COMPLIANT | 1.42% | AAOIFI43.8% Usmani51.2% Dow Jones Islamic74.1% S&P Shariah90.9% MSCI Islamic50.3% MSCI Islamic M-Series90.9% FTSE Shariah49.5% |
| HASI HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | NON_COMPLIANT | 1.40% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DAVE INC | UNSCREENED | 1.33% | no in-house ratios for this holding |
| NSSC NAPCO SECURITY TECHNOLOGIES INC | COMPLIANT | 1.29% | AAOIFI0.4% Usmani2.2% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic2.2% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| IBP INSTALLED BUILDING PRODUCTS INC | COMPLIANT | 1.29% | AAOIFI18.7% Usmani53.2% Dow Jones Islamic19.1% S&P Shariah20.1% MSCI Islamic52.7% MSCI Islamic M-Series20.1% FTSE Shariah47.2% |
| NATL NCR ATLEOS CORP | NON_COMPLIANT | 1.29% | AAOIFI87.4% Usmani51.8% Dow Jones Islamic111.7% S&P Shariah127.3% MSCI Islamic51.8% MSCI Islamic M-Series127.3% FTSE Shariah49.3% |
| CRDO CREDO TECHNOLOGY GROUP HOLDING LTD | COMPLIANT | 1.29% | AAOIFI0.1% Usmani0.9% Dow Jones Islamic0.1% S&P Shariah0.2% MSCI Islamic0.9% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| AGX ARGAN INC | COMPLIANT | 1.25% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TTMI TTM TECHNOLOGIES INC | COMPLIANT | 1.24% | AAOIFI8.2% Usmani25.0% Dow Jones Islamic15.5% S&P Shariah20.8% MSCI Islamic24.6% MSCI Islamic M-Series20.8% FTSE Shariah22.0% |
| BOOT BOOT BARN HOLDINGS INC | COMPLIANT | 1.22% | AAOIFI17.0% Usmani31.4% Dow Jones Islamic16.3% S&P Shariah18.8% MSCI Islamic30.9% MSCI Islamic M-Series18.8% FTSE Shariah0.0% |
| IREN IREN LTD | NON_COMPLIANT | 1.20% | AAOIFI48.9% Usmani49.6% Dow Jones Islamic83.7% S&P Shariah114.2% MSCI Islamic48.1% MSCI Islamic M-Series114.2% FTSE Shariah48.1% |
| KAI KADANT INC | COMPLIANT | 1.16% | AAOIFI14.5% Usmani27.0% Dow Jones Islamic13.4% S&P Shariah14.1% MSCI Islamic27.0% MSCI Islamic M-Series14.1% FTSE Shariah27.0% |
| GKOS GLAUKOS CORP | COMPLIANT | 1.14% | AAOIFI0.9% Usmani17.3% Dow Jones Islamic1.4% S&P Shariah1.5% MSCI Islamic10.0% MSCI Islamic M-Series1.5% FTSE Shariah6.2% |
| PDFS PDF SOLUTIONS INC | COMPLIANT | 1.14% | AAOIFI3.5% Usmani13.8% Dow Jones Islamic5.8% S&P Shariah5.8% MSCI Islamic13.8% MSCI Islamic M-Series5.8% FTSE Shariah12.8% |
| CVCO CAVCO INDUSTRIES INC | COMPLIANT | 1.13% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic2.5% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| SN SHARKNINJA INC | COMPLIANT | 1.13% | AAOIFI3.7% Usmani16.3% Dow Jones Islamic5.8% S&P Shariah6.9% MSCI Islamic16.3% MSCI Islamic M-Series6.9% FTSE Shariah12.8% |
| BCPC BALCHEM CORP | COMPLIANT | 1.13% | AAOIFI0.2% Usmani0.9% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.8% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| AXSM AXSOME THERAPEUTICS INC | COMPLIANT | 1.10% | AAOIFI1.9% Usmani29.5% Dow Jones Islamic2.9% S&P Shariah3.5% MSCI Islamic27.6% MSCI Islamic M-Series3.5% FTSE Shariah24.7% |
| ENSG ENSIGN GROUP INC (THE) | COMPLIANT | 1.09% | AAOIFI22.6% Usmani39.1% Dow Jones Islamic24.0% S&P Shariah26.7% MSCI Islamic39.1% MSCI Islamic M-Series26.7% FTSE Shariah2.4% |
| CALX CALIX INC | COMPLIANT | 1.09% | AAOIFI0.6% Usmani1.5% Dow Jones Islamic0.5% S&P Shariah0.5% MSCI Islamic1.5% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| AVAV AEROVIRONMENT INC | COMPLIANT | 1.08% | AAOIFI11.0% Usmani14.6% Dow Jones Islamic9.2% S&P Shariah11.3% MSCI Islamic14.6% MSCI Islamic M-Series11.3% FTSE Shariah12.8% |
| BEAM BEAM THERAPEUTICS INC | NON_COMPLIANT | 1.08% | AAOIFI8.2% Usmani17.8% Dow Jones Islamic10.4% S&P Shariah10.7% MSCI Islamic17.8% MSCI Islamic M-Series10.7% FTSE Shariah7.2% |
| WHD CACTUS INC | COMPLIANT | 1.08% | AAOIFI0.8% Usmani2.2% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| AAOI APPLIED OPTOELECTRONICS INC | COMPLIANT | 1.08% | AAOIFI1.5% Usmani6.0% Dow Jones Islamic3.5% S&P Shariah5.0% MSCI Islamic6.0% MSCI Islamic M-Series5.0% FTSE Shariah2.6% |
| LPLA LPL FINANCIAL HOLDINGS INC | NON_COMPLIANT | 1.07% | AAOIFI27.1% Usmani37.7% Dow Jones Islamic28.8% S&P Shariah32.0% MSCI Islamic37.7% MSCI Islamic M-Series32.0% FTSE Shariah37.7% |
| ENVA ENOVA INTERNATIONAL INC | NON_COMPLIANT | 1.06% | AAOIFI87.3% Usmani69.4% Dow Jones Islamic150.4% S&P Shariah180.7% MSCI Islamic69.4% MSCI Islamic M-Series180.7% FTSE Shariah69.4% |
| PAGSEGURO DIGITAL LTD | UNSCREENED | 1.06% | no in-house ratios for this holding |
| CSW CSW INDUSTRIALS INC | COMPLIANT | 1.06% | AAOIFI18.8% Usmani39.7% Dow Jones Islamic18.5% S&P Shariah20.5% MSCI Islamic39.7% MSCI Islamic M-Series20.5% FTSE Shariah36.7% |
| PANW PALO ALTO NETWORKS INC | COMPLIANT | 1.04% | AAOIFI0.3% Usmani1.6% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic1.6% MSCI Islamic M-Series0.6% FTSE Shariah0.0% |
| PRIM PRIMORIS SERVICES CORP | COMPLIANT | 1.04% | AAOIFI31.5% Usmani27.6% Dow Jones Islamic23.7% S&P Shariah29.6% MSCI Islamic27.6% MSCI Islamic M-Series29.6% FTSE Shariah17.2% |
| VVX V2X INC | NON_COMPLIANT | 1.02% | AAOIFI39.2% Usmani33.3% Dow Jones Islamic56.3% S&P Shariah61.0% MSCI Islamic33.3% MSCI Islamic M-Series61.0% FTSE Shariah33.3% |
| PL PLANET LABS PBC | COMPLIANT | 0.99% | AAOIFI0.8% Usmani3.5% Dow Jones Islamic1.0% S&P Shariah1.4% MSCI Islamic3.5% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| ESE ESCO TECHNOLOGIES INC | COMPLIANT | 0.99% | AAOIFI1.9% Usmani6.2% Dow Jones Islamic2.5% S&P Shariah3.0% MSCI Islamic5.6% MSCI Islamic M-Series3.0% FTSE Shariah3.5% |
| DY DYCOM INDUSTRIES INC | COMPLIANT | 0.98% | AAOIFI33.4% Usmani46.6% Dow Jones Islamic36.4% S&P Shariah44.4% MSCI Islamic46.6% MSCI Islamic M-Series44.4% FTSE Shariah43.1% |
| BMNR BITMINE IMMERSION TECHNOLOGIES INC | COMPLIANT | 0.98% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic0.0% MSCI Islamic M-Series— FTSE Shariah0.0% |
| HWKN HAWKINS INC | COMPLIANT | 0.96% | AAOIFI9.7% Usmani25.9% Dow Jones Islamic9.0% S&P Shariah10.6% MSCI Islamic25.9% MSCI Islamic M-Series10.6% FTSE Shariah24.2% |
| SPXC SPX TECHNOLOGIES INC | COMPLIANT | 0.95% | AAOIFI6.2% Usmani15.6% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic15.6% MSCI Islamic M-Series8.0% FTSE Shariah15.6% |
| WCC WESCO INTERNATIONAL INC | NON_COMPLIANT | 0.92% | AAOIFI40.2% Usmani37.7% Dow Jones Islamic58.2% S&P Shariah64.7% MSCI Islamic37.7% MSCI Islamic M-Series64.7% FTSE Shariah33.3% |
| APPF APPFOLIO INC | COMPLIANT | 0.91% | AAOIFI0.5% Usmani5.5% Dow Jones Islamic0.5% S&P Shariah0.5% MSCI Islamic5.5% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| GRC GORMAN RUPP COMPANY (THE) | COMPLIANT | 0.91% | AAOIFI13.8% Usmani31.7% Dow Jones Islamic20.9% S&P Shariah23.5% MSCI Islamic31.7% MSCI Islamic M-Series23.5% FTSE Shariah31.7% |
| WTTR SELECT WATER SOLUTIONS INC | COMPLIANT | 0.91% | AAOIFI11.6% Usmani16.3% Dow Jones Islamic17.0% S&P Shariah19.1% MSCI Islamic16.3% MSCI Islamic M-Series19.1% FTSE Shariah14.5% |
| UTI UNIVERSAL TECHNICAL INSTITUTE INC | COMPLIANT | 0.88% | AAOIFI30.9% Usmani40.4% Dow Jones Islamic22.4% S&P Shariah28.0% MSCI Islamic40.0% MSCI Islamic M-Series28.0% FTSE Shariah17.8% |
| MRX MAREX GROUP PLC | NON_COMPLIANT | 0.88% | AAOIFI3.6% Usmani0.6% Dow Jones Islamic6.9% S&P Shariahfail MSCI Islamic0.6% MSCI Islamic M-Seriesfail FTSE Shariah0.6% |
| LW LAMB WESTON HOLDINGS INC | NON_COMPLIANT | 0.87% | AAOIFI59.0% Usmani54.9% Dow Jones Islamic53.9% S&P Shariah44.6% MSCI Islamic54.8% MSCI Islamic M-Series44.6% FTSE Shariah53.2% |
| AIR AAR CORP | COMPLIANT | 0.85% | AAOIFI19.2% Usmani30.2% Dow Jones Islamic30.8% S&P Shariah34.2% MSCI Islamic30.2% MSCI Islamic M-Series34.2% FTSE Shariah26.6% |
| SBCF SEACOAST BANKING CORP OF FLORIDA | NON_COMPLIANT | 0.81% | AAOIFI3.4% Usmani0.5% Dow Jones Islamic4.3% S&P Shariah4.7% MSCI Islamic0.5% MSCI Islamic M-Series4.7% FTSE Shariah0.5% |
| METC RAMACO RESOURCES INC | NON_COMPLIANT | 0.79% | AAOIFI0.0% Usmani1.5% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SMBK SMARTFINANCIAL INC | NON_COMPLIANT | 0.79% | AAOIFI11.3% Usmani1.7% Dow Jones Islamic15.7% S&P Shariah18.1% MSCI Islamic1.7% MSCI Islamic M-Series18.1% FTSE Shariah1.7% |
| ALHC ALIGNMENT HEALTHCARE INC | COMPLIANT | 0.77% | AAOIFI11.6% Usmani25.3% Dow Jones Islamic10.0% S&P Shariah12.5% MSCI Islamic25.3% MSCI Islamic M-Series12.5% FTSE Shariah25.3% |
| ACAD ACADIA PHARMACEUTICALS INC | COMPLIANT | 0.75% | AAOIFI1.5% Usmani4.2% Dow Jones Islamic2.1% S&P Shariah2.1% MSCI Islamic4.2% MSCI Islamic M-Series2.1% FTSE Shariah0.0% |
| QBTS D-WAVE QUANTUM INC | NON_COMPLIANT | 0.74% | AAOIFI0.8% Usmani4.1% Dow Jones Islamic0.9% S&P Shariah1.4% MSCI Islamic4.1% MSCI Islamic M-Series1.4% FTSE Shariah3.0% |
| UMBF UMB FINANCIAL CORP | NON_COMPLIANT | 0.74% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| TBBK BANCORP INC (THE) | NON_COMPLIANT | 0.72% | AAOIFI269.0% Usmani79.6% Dow Jones Islamic270.7% S&P Shariah295.8% MSCI Islamic79.6% MSCI Islamic M-Series295.8% FTSE Shariah79.6% |
| ITRI ITRON INC | NON_COMPLIANT | 0.70% | AAOIFI38.7% Usmani41.0% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic41.0% MSCI Islamic M-Series36.7% FTSE Shariah40.3% |
| VEL VELOCITY FINANCIAL INC | NON_COMPLIANT | 0.70% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MIRM MIRUM PHARMACEUTICALS INC | COMPLIANT | 0.69% | AAOIFI11.6% Usmani73.0% Dow Jones Islamic20.3% S&P Shariah25.7% MSCI Islamic73.0% MSCI Islamic M-Series25.7% FTSE Shariah71.8% |
| GPI GROUP 1 AUTOMOTIVE INC | NON_COMPLIANT | 0.69% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| PLMR PALOMAR HOLDINGS INC | NON_COMPLIANT | 0.67% | AAOIFI8.4% Usmani7.5% Dow Jones Islamic9.1% S&P Shariah10.7% MSCI Islamic7.5% MSCI Islamic M-Series10.7% FTSE Shariah7.5% |
| CECO CECO ENVIRONMENTAL CORP | COMPLIANT | 0.66% | AAOIFI16.5% Usmani20.4% Dow Jones Islamic42.8% S&P Shariah52.9% MSCI Islamic20.4% MSCI Islamic M-Series52.9% FTSE Shariah19.5% |
| RRC RANGE RESOURCES CORP | COMPLIANT | 0.65% | AAOIFI10.4% Usmani13.4% Dow Jones Islamic11.6% S&P Shariah12.0% MSCI Islamic13.4% MSCI Islamic M-Series12.0% FTSE Shariah11.5% |
| BYD BOYD GAMING CORP | NON_COMPLIANT | 0.65% | AAOIFI58.6% Usmani48.7% Dow Jones Islamic52.0% S&P Shariah53.8% MSCI Islamic48.7% MSCI Islamic M-Series53.8% FTSE Shariah39.1% |
| DKNG DRAFTKINGS INC | NON_COMPLIANT | 0.65% | AAOIFI11.2% Usmani31.4% Dow Jones Islamic7.9% S&P Shariah7.7% MSCI Islamic31.4% MSCI Islamic M-Series7.7% FTSE Shariah29.5% |
| TMDX TRANSMEDICS GROUP INC | NON_COMPLIANT | 0.65% | AAOIFI0.8% Usmani25.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic1.8% MSCI Islamic M-Series0.8% FTSE Shariah1.4% |
| BBIO BRIDGEBIO PHARMA INC | COMPLIANT | 0.64% | AAOIFI18.3% Usmani219.4% Dow Jones Islamic26.5% S&P Shariah31.5% MSCI Islamic219.4% MSCI Islamic M-Series31.5% FTSE Shariah217.9% |
| USLM UNITED STATES LIME & MINERALS INC | COMPLIANT | 0.63% | AAOIFI0.1% Usmani0.4% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.4% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.60% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| TXRH TEXAS ROADHOUSE INC | COMPLIANT | 0.60% | AAOIFI8.7% Usmani29.6% Dow Jones Islamic9.3% S&P Shariah10.1% MSCI Islamic29.6% MSCI Islamic M-Series10.1% FTSE Shariah1.4% |
| EXP EAGLE MATERIALS INC | NON_COMPLIANT | 0.57% | AAOIFI30.7% Usmani45.9% Dow Jones Islamic24.2% S&P Shariah24.1% MSCI Islamic45.9% MSCI Islamic M-Series24.1% FTSE Shariah45.0% |
| PFGC PERFORMANCE FOOD GROUP COMPANY | NON_COMPLIANT | 0.57% | AAOIFI38.5% Usmani41.3% Dow Jones Islamic41.6% S&P Shariah45.7% MSCI Islamic31.7% MSCI Islamic M-Series45.7% FTSE Shariah26.6% |
| TILE INTERFACE INC | COMPLIANT | 0.56% | AAOIFI13.6% Usmani22.9% Dow Jones Islamic18.5% S&P Shariah22.1% MSCI Islamic22.0% MSCI Islamic M-Series22.1% FTSE Shariah16.1% |
| BMI BADGER METER INC | COMPLIANT | 0.56% | AAOIFI2.8% Usmani10.0% Dow Jones Islamic1.9% S&P Shariah1.9% MSCI Islamic10.0% MSCI Islamic M-Series1.9% FTSE Shariah10.0% |
| GRAB GRAB HOLDINGS LTD | NON_COMPLIANT | 0.55% | AAOIFI14.7% Usmani17.1% Dow Jones Islamic11.1% S&P Shariah12.2% MSCI Islamic17.1% MSCI Islamic M-Series12.2% FTSE Shariah17.1% |
| IRMD IRADIMED CORP | COMPLIANT | 0.52% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PATH UIPATH INC | COMPLIANT | 0.50% | AAOIFI1.1% Usmani2.7% Dow Jones Islamic1.2% S&P Shariah1.0% MSCI Islamic2.7% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| LQDT LIQUIDITY SERVICES INC | COMPLIANT | 0.46% | AAOIFI1.0% Usmani3.2% Dow Jones Islamic1.5% S&P Shariah1.7% MSCI Islamic3.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
The published standards disagree about this fund by 26 points of portfolio weight — 52.6% of it passes AAOIFI, 26.9% 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 52.6% ratios fail on 32.9% 14.4% not rated under AAOIFI
ratios pass on 36.0% ratios fail on 48.6% 15.3% not rated under Usmani
ratios pass on 51.6% ratios fail on 34.5% 13.7% not rated under Dow Jones Islamic
ratios pass on 49.1% ratios fail on 35.3% 15.4% not rated under S&P Shariah
ratios pass on 26.9% ratios fail on 57.3% 15.7% not rated under MSCI Islamic
ratios pass on 49.1% ratios fail on 35.3% 15.4% not rated under MSCI Islamic M-Series
ratios pass on 40.4% ratios fail on 42.6% 16.8% not rated under FTSE Shariah
89 of 93 listed holdings carry our own per-methodology verdicts (93% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 87 (90% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| AX AXOS FINANCIAL INC | 1.61% |
| FCFS FIRSTCASH HOLDINGS INC | 1.61% |
| DMW2.F FREEDOM HOLDING CORP | 1.55% |
| SNEX STONEX GROUP INC | 1.46% |
| KGS KODIAK GAS SERVICES INC | 1.42% |
| HASI HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | 1.40% |
| NATL NCR ATLEOS CORP | 1.29% |
| IREN IREN LTD | 1.20% |
| BEAM BEAM THERAPEUTICS INC | 1.08% |
| LPLA LPL FINANCIAL HOLDINGS INC | 1.07% |
Methodology breakdown computing — it will appear here on its own.
YOVIX (YOVIX) 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.
Computing the full ratio and business-activity breakdown for YOVIX — 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
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 above. 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.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 35.40 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -131.82 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.07 | SELL |
| ROC (10) | -4.92 | SELL |
| Momentum (10) | -0.92 | SELL |
| EMA (10) | 18.24 | SELL |
| SMA (10) | 18.23 | SELL |
| EMA (20) | 18.47 | SELL |
| SMA (20) | 18.63 | SELL |
| EMA (30) | 18.60 | SELL |
| SMA (30) | 18.79 | SELL |
| EMA (50) | 18.69 | SELL |
| SMA (50) | 18.82 | SELL |
| EMA (100) | 18.60 | SELL |
| SMA (100) | 18.79 | SELL |
| EMA (200) | 18.30 | SELL |
| SMA (200) | 18.14 | SELL |
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.
The fund seeks to achieve its investment objective by investing in U.S. listed securities with market capitalization within the range of the targeted benchmark, the Russell 2000 Index. Under normal circumstances, it invests at least 80% of its assets (plus the amount of any borrowings for investment purposes) in small cap companies. The fund may hold up to 15% of its assets in American Depositary Receipts (ADRs). Typically, it invests in approximately 40-60 stocks that pass the fund's Investment Manager's stringent quantitative and fundamental criteria.
Background via Yahoo Finance — informational, not part of the verdict.
Peer movement computing — it will appear here on its own.
NO DATA 0 buys · 0 sells
NEUTRAL report date 2026-09-01 · Asset managers net 934180 (-19048)
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.
