SEIC
SEI Investments Company
Screener candidate detail · 2 active archetypes
Active
2
archetypes
History
30
rows
Days on list
8
oldest active
Screener Funnel
✓Fired
5 archetypes
✓S1 signal
reached primed
✓S2 deep set
conviction stamped
○Promoted
not promoted
Stages a name passes through: fired an archetype → reached an S1 signal (state ≥ partial) → entered the S2 deep-enrichment set (conviction stamped) → promoted to the watchlist. Each step is "ever reached" across this name's recorded history (capped at 60 rows — a very long-lived name's earliest episodes may fall outside this window).
Active Candidacies
N1 · Distribution Topprimedpersisting
score: 0.070confluence: 1days: 8as of 2026-07-01
Triggers:quality:passnear_52w_high:-4.8%rsi_divergence:49momentum_rollover:-0.7%rel_vol:0.10sma_breach:sma10confirmation:pass
Dislocation:
Dist 52w High
-0.05
Near 52w High
Yes
Rsi 14
48.69
Rsi Divergence
Yes
Sma Dist 10
-0.01
Sma Dist 20
-0.01
Sma Breach
Yes
Ret 5d
-0.01
N3 · Failed Breakoutprimedpersisting
score: 0.066confluence: 1days: 14as of 2026-07-21
Triggers:quality:passrecent_breakout_above:52w_highfailure_bar:-0.2%failure_vol:weak:0.08sustained_below
Dislocation:
Breakout Level
52w_high
Dist 52w High
-0.01
Sma Dist 20
0.06
Recent Push
Yes
Below Level
Yes
Failure Bar
Yes
Sustained Below
Yes
1-day return
-0.21%
Regime at flag: TRANSITIONAL
Promote to Watchlist
Seeds the company layer immediately; full deep-data scaffold runs in the background.
Lifecycle Timeline
One strip per archetype, oldest → newest. Each cell is a trading day the screener recorded this name; color = lifecycle status. A ● marks a day the name was in the buy zone (ripeness confirmed/loaded); a left gap marks the start of a new candidacy episode.
N3 · Failed Breakoutshort fragilityactive
10 days
N1 · Distribution Topshort fragilityactive
2 daysripe: Loaded
A3 · Positioning Extreme
4 days
A5 · Mechanical Reversion
12 days
A4 · Pre-Catalyst Coiling
2 days
newpersistingdecayedexitedpromotedunknownripe day
Realized Episodes
Each completed candidacy graded as a "would-have" trade: entered when the archetype began flagging this name, exited when the screener dropped it. Return is direction-adjusted and market-adjusted (minus SPY, where available) — hindsight, not advice. Open episodes are marked-to-market and excluded from the tally.
Closed: 3/5 directionally right · mean +0.3% · small sample, illustrative not proof
N3 · Failed Breakoutshort fragility2026-07-09 → open13 bars
-11.4%open · MTM
N1 · Distribution Topshort fragility2026-06-25 → 2026-07-067 bars
+0.5%dropped
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-3011 bars
-2.7%closed
A4 · Pre-Catalyst Coilinglong recovery2026-06-08 → 2026-06-103 bars
+4.4%dropped
N3 · Failed Breakoutshort fragility2026-06-08 → 2026-06-2311 bars
-3.6%dropped
A3 · Positioning Extremelong recovery2026-06-04 → 2026-06-083 bars
+2.7%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-07-21 | N3 · Failed Breakout | primed | 0.066 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.06 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-17 | N3 · Failed Breakout | primed | 0.791 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.07 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-16 | A3 · Positioning Extreme | partial | 0.000 | 1 | exited | Short Pct Float: — · Ret 20d: -0.03 · Dist 52w Low: 0.18 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-07-13 | A5 · Mechanical Reversion | partial | 0.335 | 1 | exited | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): 0.12 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.78% |
| 2026-07-08 | N3 · Failed Breakout | primed | 0.859 | 1 | new | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.05 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-06 | N3 · Failed Breakout | primed | 0.618 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.03 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-06 | A5 · Mechanical Reversion | partial | 0.335 | 1 | decayed | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): 0.12 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.78% |
| 2026-07-06 | A4 · Pre-Catalyst Coiling | partial | 0.045 | 2 | decayed | Realized Vol Pct 1y: 15.14 · Inside Day: No · Nr7: No · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-07-01 | N1 · Distribution Top | primed | 0.070 | 1 | persisting | Dist 52w High: -0.05 · Near 52w High: Yes · Rsi 14: 48.69 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: -0.01 |
| 2026-06-28 | A5 · Mechanical Reversion | partial | 0.335 | 1 | persisting | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): 0.12 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.78% |
| 2026-06-27 | A5 · Mechanical Reversion | partial | 0.330 | 1 | persisting | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): 0.12 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.04% · Beta Residual Pct: -0.77% |
| 2026-06-26 | A5 · Mechanical Reversion | partial | 0.482 | 1 | persisting | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): 0.12 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -1.22% |
| 2026-06-25 | A3 · Positioning Extreme | partial | 0.000 | 1 | decayed | Short Pct Float: — · Ret 20d: -0.03 · Dist 52w Low: 0.18 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-24 | N1 · Distribution Top | primed | 0.571 | 1 | persisting | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 49.33 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: -0.00 |
| 2026-06-24 | A5 · Mechanical Reversion | partial | 0.571 | 1 | persisting | 1-day return: -1.47% · 1-day return: -1.47% · Beta (60d): 0.14 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -1.52% |
| 2026-06-23 | A5 · Mechanical Reversion | partial | 0.050 | 1 | persisting | 1-day return: -0.33% · 1-day return: -0.33% · Beta (60d): 0.19 · Spy Ret 1d: -0.01 · Spy Ret Pct: -1.20% · Beta Residual Pct: -0.11% |
| 2026-06-21 | N3 · Failed Breakout | primed | 0.618 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.03 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-21 | A5 · Mechanical Reversion | partial | 0.618 | 1 | persisting | 1-day return: -1.74% · 1-day return: -1.74% · Beta (60d): 0.19 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -1.74% |
| 2026-06-20 | N3 · Failed Breakout | primed | 0.626 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.03 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-20 | A5 · Mechanical Reversion | partial | 0.626 | 1 | persisting | 1-day return: -1.74% · 1-day return: -1.74% · Beta (60d): 0.19 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -1.74% |
| 2026-06-19 | N3 · Failed Breakout | primed | 0.813 | 2 | persisting | Breakout Level: sma20 · Dist 52w High: -0.03 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-19 | A5 · Mechanical Reversion | partial | 0.813 | 2 | persisting | 1-day return: -1.74% · 1-day return: -1.74% · Beta (60d): 0.19 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -1.74% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.024 | 1 | persisting | 1-day return: 0.05% · 1-day return: 0.05% · Beta (60d): 0.22 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-17 | A5 · Mechanical Reversion | partial | 0.163 | 1 | persisting | 1-day return: 0.31% · 1-day return: 0.31% · Beta (60d): 0.22 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-11 | N3 · Failed Breakout | primed | 0.528 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.05 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-10 | N3 · Failed Breakout | primed | 0.781 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.04 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-08 | N3 · Failed Breakout | primed | 0.045 | 2 | new | Breakout Level: sma20 · Dist 52w High: -0.05 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-08 | A4 · Pre-Catalyst Coiling | partial | 0.045 | 2 | new | Realized Vol Pct 1y: 15.14 · Inside Day: No · Nr7: No · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-06-04 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: -0.03 · Dist 52w Low: 0.18 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-03 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: -0.04 · Dist 52w Low: 0.16 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |