BIRDX Mutual Fund

BIRDX Mutual Fund

NAV$8.66
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Showing the top 10 of 373 holdings · as of Sep 30, 2026
Top 10 weight
38.47%
BIRDX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
8.60%		8.6%113,176$26.06MReal EstateEquity Real Estate Investment Trusts (REITs)
2
PLD
Prologis IncReal Estate · Equity Real Estate Investment Trusts (REITs)
6.36%		15.0%148,469$19.28MReal EstateEquity Real Estate Investment Trusts (REITs)
Sector and industry · Pro
3
EQIX
Equinix, Inc.
5.15%		20.1%15,443$15.62M
4
DLR
Digital Realty Trust Inc.
3.37%		23.5%58,121$10.20M
5—Simon Property Group Inc
3.32%		26.8%50,107$10.06M
6
O
Realty Income Corp.
2.62%		29.4%146,332$7.95M
7
PSA
Public Storage
2.46%		31.9%26,340$7.45M
8—Vivmark Residential
2.39%		34.3%119,255$7.25M
9
VTR
Ventas, Inc.
2.25%		36.5%80,118$6.81M
10
GMG
Goodman Group
1.95%		38.5%313,075$5.92M
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Themes in the top 10
Supply ChainInfrastructureUrbanizationPropTechInflation ProtectionCloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurityData & AnalyticsConsumer SpendingValue RetailChanging WorkMillennials & Gen Z

BIRDX Mutual Fund Top Holdings

BIRDX holdings top 10 positions. The top 10 holdings account for 38.5% of the fund, led by Welltower Inc. at 8.6%, Prologis Inc at 6.4%, Equinix, Inc. at 5.2%.

BIRDX portfolio concentration is moderate, with the top 10 representing 38.5% of total assets. The largest sector exposure is Real Estate at 67.9%.

BIRDX sectors provide a detailed breakdown. BIRDX overlap shows how holdings compare to other funds in your portfolio.