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Early or late? Ten seconds.
How crowded is AGTHX?
Not an opinion, a read of the evidence. We rank all 10,000+ funds that must disclose their trades by how their disclosed buys performed, follow only the specialists, and place every name on the conviction curve: early, well positioned, or late.
Early or late? Ten seconds.
Any stock, ETF or fund you own. Free, no account.
27% of the fund by weight sits in late-stage names
32% Early Conviction · 22% Consensus · 18% Fading · 9% Crowded · 3% Emerging · 17% not covered
The crowded weight: AVGO 5.1% · GOOGL 3% · TSLA 2.5% · NFLX 1.3% · UBER 1% …
27% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 83% of the book; the rest sits outside our US equity coverage (cash, bonds, non-US names).
In our receipts, names flagged Early Conviction went a median +3.0% between prints (47% went lower · 30 receipts). The record, not a forecast.
Watch this fund and we'll tell you when it crosses 50% crowded.
How the read works · The live record vs the S&P 500 · Every past call, timestamped