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The Long-Term Care (OLD) ETF Holdings & Analysis
ETFOther
What OLD does
This investment product aims to replicate the financial performance of an underlying index, prior to the deduction of fees and expenses. This index is specifically constructed to monitor the performance of companies worldwide that are strategically positioned to gain from delivering long-term care services to the elderly population. The encompassed businesses include those involved in owning or managing senior living establishments, providing nursing services, operating specialized hospitals, and offering senior housing solutions, as well as biotechnology companies developing treatments for age-related conditions, and enterprises that supply goods and services to these care facilities. The fund commits a minimum of 80% of its net assets to the equities comprising the Solactive Long-Term Care Index. It is classified as a non-diversified fund.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Welltower Inc. | 19.18% | |
| Ventas, Inc. | 12.01% | |
| Healthpeak Properties, Inc. | 10.01% | |
| Omega Healthcare Investors, Inc. | 4.68% | |
| Amedisys, Inc. | 4.50% | |
| LHC Group, Inc. | 4.46% | |
| ORP | 4.33% | |
| The Ensign Group, Inc. | 3.81% | |
| AED | 3.64% | |
| Sabra Health Care REIT, Inc. | 3.11% |
Sector allocation
| Basic Materials | 1.74% |
| Cash & Others | 15.91% |
| Consumer Defensive | 2.92% |
| Energy | 0.46% |
| Financial Services | 4.03% |
| Healthcare | 18.97% |
| Real Estate | 55.97% |
Geographic allocation
| Other | 15.91% |
| Netherlands | 3.64% |
| United States | 80.45% |
PortView Portfolio Insights
PortView analyzes how OLD fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze OLD in PortView →Related securities
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Frequently asked questions
- What does OLD track?
- OLD is the The Long-Term Care ETF, a Other ETF.
- What is the expense ratio of OLD?
- Expense ratio data for OLD is shown on the page when available from our data provider.
- What are the largest holdings in OLD?
- Top holdings include WELL, VTR, PEAK, OHI, AMED.
- How can PortView analyze OLD overlap with other ETFs?
- PortView computes the holdings overlap between OLD and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.