Screening Filters
Sector: Healthcare, Real Estate, Utilities, Energy
- Purpose: Restrict the search to ETFs that are primarily focused on the four sectors you explicitly asked about.
- Rationale:
- You wrote: “which healthcare, real estate, utilities and energy etf's should I invest in” – so the core requirement is sector‑specific ETFs.
- By specifying these four sectors, the screener excludes broad‑market or mixed‑sector ETFs (like S&P 500 or global equity funds) that you already own and instead focuses on funds that can add sector diversification to your existing SMSF portfolio.
stock_position_pct: MoreThan50Pct
- Purpose: Ensure each ETF gets the majority of its holdings (more than 50%) from the chosen sector.
- Rationale:
- Many ETFs are “thematic” or “multi‑sector” and might only have a small slice in healthcare, real estate, utilities, or energy. Those would not meaningfully diversify you by sector.
- Using MoreThan50Pct makes sure that healthcare ETFs are truly healthcare‑heavy, real estate ETFs are really property/REIT‑heavy, and so on. That gives you cleaner, more direct exposure to each sector, which is what you want for deliberate diversification around your existing broad funds (S&P 500, VGS, ARTY).
Why Results Match Your Request
- The sector filters directly mirror the sectors you asked for (Healthcare, Real Estate, Utilities, Energy), so the screener is aligned with your request.
- The >50% sector exposure filter tightens the search to ETFs that are genuinely representative of each sector, ensuring any ETF we discuss is a meaningful way to add that specific sector to your SMSF rather than incidental exposure buried in a broader fund.
All requested indicators (sector focus on those four areas) are supported, and no part of your query is left unaddressed by these filters.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.