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HI

Hyundai Investments Portfolio holdings

AUM $92.3M
1-Year Est. Return 0.12%
This Fund
S&P 500
This Quarter Est. Return
+2.15%
1 Year Est. Return
+0.12%
3 Year Est. Return
-74.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$92.3M
AUM Growth
+$3.57M
Cap. Flow
+$211K
Cap. Flow %
0.23%
Top 10 Hldgs %
59.21%
Holding
73
New
1
Increased
55
Reduced
16
Closed
1

Top Buys

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$582K
2
EWX icon
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
+$407K
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$391K
4
MBB icon
iShares MBS ETF
MBB
+$371K
5
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$356K

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.15M
2
GLD icon
SPDR Gold Trust
GLD
+$2.45M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.4M
4
LBAY icon
Leatherback Long/Short Alternative Yield ETF
LBAY
+$861K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$610K

Sector Composition

Rank Sector Weight
1 Real Estate 51.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMTG icon
1
Claros Mortgage Trust
CMTG
$248M
$47.9M 51.87%
20,373,331
-94,272
-0.5% -$231K
GLD icon
2
SPDR Gold Trust
GLD
$149B
$923K 1%
2,504
-5,925
-70% -$2.45M
VNQ icon
3
Vanguard Real Estate ETF
VNQ
$39.1B
$788K 0.85%
8,033
-3,606
-31% -$345K
CMBS icon
4
iShares CMBS ETF
CMBS
$472M
$765K 0.83%
15,694
+6,870
+78% +$334K
MBB icon
5
iShares MBS ETF
MBB
$39.1B
$763K 0.83%
8,037
+3,923
+95% +$371K
VNQI icon
6
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$742K 0.8%
16,416
+4,070
+33% +$187K
XLK icon
7
State Street Technology Select Sector SPDR ETF
XLK
$119B
$723K 0.78%
3,897
-24,298
-86% -$4.15M
MTUM icon
8
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$710K 0.77%
2,113
-4,675
-69% -$1.4M
CWB icon
9
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.63B
$686K 0.74%
6,405
+580
+10% +$60.1K
MLN icon
10
VanEck Long Muni ETF
MLN
$679M
$682K 0.74%
38,280
+12,740
+50% +$224K
LQD icon
11
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$681K 0.74%
6,204
+1,079
+21% +$118K
EMHY icon
12
iShares JPMorgan EM High Yield Bond ETF
EMHY
$642M
$680K 0.74%
16,705
+4,773
+40% +$193K
VBND icon
13
Vident US Bond Strategy ETF
VBND
$522M
$673K 0.73%
15,378
+5,194
+51% +$227K
IGHG icon
14
ProShares Investment Grade-Interest Rate Hedged
IGHG
$334M
$670K 0.73%
8,550
+3,148
+58% +$247K
TLT icon
15
iShares 20+ Year Treasury Bond ETF
TLT
$45.6B
$665K 0.72%
7,605
+2,368
+45% +$203K
SPHB icon
16
Invesco S&P 500 High Beta ETF
SPHB
$928M
$665K 0.72%
4,341
-3,260
-43% -$455K
FALN icon
17
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$657K 0.71%
24,116
+11,537
+92% +$312K
IFLN
18
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$657K 0.71%
35,885
+16,343
+84% +$298K
EEM icon
19
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$655K 0.71%
9,721
+5,984
+160% +$391K
VTEB icon
20
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$654K 0.71%
12,923
+3,943
+44% +$198K
JNK icon
21
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.73B
$654K 0.71%
6,788
+3,061
+82% +$295K
IJT icon
22
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.17B
$654K 0.71%
3,700
-3,583
-49% -$581K
ITM icon
23
VanEck Intermediate Muni ETF
ITM
$2.12B
$652K 0.71%
13,864
+5,549
+67% +$260K
IBND icon
24
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$464M
$646K 0.7%
20,684
+1,948
+10% +$61.3K
HYD icon
25
VanEck High Yield Muni ETF
HYD
$4.35B
$645K 0.7%
12,492
+5,743
+85% +$293K
1
2 3

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Hyundai Investments's Q2 2026 Portfolio in Review

As of Q2 2026, Hyundai Investments held 73 positions worth $92.3M, up 4% from $88.7M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 2.7%. Hyundai Investments opened 1 new position and exited 1, leaving the 73-position portfolio largely intact.

By sector, the portfolio is most concentrated in Real Estate at 52% of assets, down from 55% a quarter earlier.

  • Hyundai Investments's largest Q2 2026 buy was State Street Communication Services Select Sector SPDR ETF: 5,106 shares worth $551K.
  • Hyundai Investments added most to State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2026, an estimated $407K increase.
  • Hyundai Investments's biggest Q2 2026 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $4.15M.
  • Hyundai Investments's ten largest holdings make up 59% of its $92.3M portfolio in Q2 2026.
  • Hyundai Investments opened 1 new position and closed 1 in Q2 2026.
  • Hyundai Investments's portfolio value rose 4% quarter-over-quarter to $92.3M.

Based on Hyundai Investments's 13F filing for Q2 2026, filed 14 Aug 2026.