The Check · free · no account needed
Early or late? Ten seconds.
How crowded is SEIM?
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.
29% of the fund by weight sits in late-stage names
26% Consensus · 23% Early Conviction · 17% Fading · 12% Crowded · 6% Emerging · 16% not covered
The crowded weight: GOOGL 7% · TPR 2.5% · JBL 2.3% · GS 2.2% · CAT 1.9% …
29% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 84% of the book; the rest sits outside our US equity coverage (cash, bonds, non-US names).
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