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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
(+4%)
Cap. Flow
+$670K
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
59.21%
Holding
73
New
1
Increased
55
Reduced
16
Closed
1
Avg Time Held Equity + Options
2.2
quarters
Top 10 Avg Time Held Equity + Options
2.5
quarters
Top 20 Avg Time Held Equity + Options
1.5
quarters
Avg Time Held Equity only
2.2
quarters
Top 10 Avg Time Held Equity only
2.5
quarters
Top 20 Avg Time Held Equity only
1.5
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$582K |
| 2 |
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
|
+$407K |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$391K |
| 4 |
iShares MBS ETF
MBB
|
+$371K |
| 5 |
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
+$356K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$4.15M |
| 2 |
SPDR Gold Trust
GLD
|
+$2.45M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$1.4M |
| 4 |
Leatherback Long/Short Alternative Yield ETF
LBAY
|
+$861K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$610K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 51.87% |
| 2 | Miscellaneous | 48.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Claros Mortgage Trust
CMTG
$166M
| $47.9M | 51.87% |
20,373,331
-94,272
| -0.5% | -$231K |
2021 Q4
18 quarters
|
|
|
2
SPDR Gold Trust
GLD
$141B
| $923K | 1% |
2,504
-5,925
| -70% | -$2.45M |
2025 Q4
2 quarters
|
|
3
Vanguard Real Estate ETF
VNQ
$35.2B
| $788K | 0.85% |
8,033
-3,606
| -31% | -$345K |
2025 Q4
2 quarters
|
|
4
iShares CMBS ETF
CMBS
$434M
| $765K | 0.83% |
15,694
+6,870
| +78% | +$334K |
2025 Q4
2 quarters
|
|
|
5
iShares MBS ETF
MBB
$35.3B
| $763K | 0.83% |
8,037
+3,923
| +95% | +$371K |
2025 Q4
2 quarters
|
|
6
Vanguard Global ex-US Real Estate ETF
VNQI
$3.24B
| $742K | 0.8% |
16,416
+4,070
| +33% | +$187K |
2025 Q4
2 quarters
|
|
|
7
State Street Technology Select Sector SPDR ETF
XLK
$131B
| $723K | 0.78% |
3,897
-24,298
| -86% | -$4.15M |
2025 Q4
2 quarters
|
|
|
8
iShares MSCI USA Momentum Factor ETF
MTUM
$20.7B
| $710K | 0.77% |
2,113
-4,675
| -69% | -$1.4M |
2025 Q4
2 quarters
|
|
9
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.57B
| $686K | 0.74% |
6,405
+580
| +10% | +$60.1K |
2025 Q4
2 quarters
|
|
10
VanEck Long Muni ETF
MLN
$661M
| $682K | 0.74% |
38,280
+12,740
| +50% | +$224K |
2025 Q4
2 quarters
|
|
11
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$27.4B
| $681K | 0.74% |
6,204
+1,079
| +21% | +$118K |
2025 Q4
2 quarters
|
|
12
iShares JPMorgan EM High Yield Bond ETF
EMHY
$587M
| $680K | 0.74% |
16,705
+4,773
| +40% | +$193K |
2025 Q4
2 quarters
|
|
13
Vident US Bond Strategy ETF
VBND
$506M
| $673K | 0.73% |
15,378
+5,194
| +51% | +$227K |
2025 Q4
2 quarters
|
|
14
ProShares Investment Grade-Interest Rate Hedged
IGHG
$389M
| $670K | 0.73% |
8,550
+3,148
| +58% | +$247K |
2025 Q4
2 quarters
|
|
15
iShares 20+ Year Treasury Bond ETF
TLT
$46.2B
| $665K | 0.72% |
7,605
+2,368
| +45% | +$203K |
2025 Q4
2 quarters
|
|
16
Invesco S&P 500 High Beta ETF
SPHB
$982M
| $665K | 0.72% |
4,341
-3,260
| -43% | -$455K |
2025 Q4
2 quarters
|
|
17
iShares Fallen Angels USD Bond ETF
FALN
$1.55B
| $657K | 0.71% |
24,116
+11,537
| +92% | +$312K |
2025 Q4
2 quarters
|
|
|
IFLN
18
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$290M
| $657K | 0.71% |
35,885
+16,343
| +84% | +$298K |
2025 Q4
2 quarters
|
|
|
19
iShares MSCI Emerging Markets ETF
EEM
$31.9B
| $655K | 0.71% |
9,721
+5,984
| +160% | +$391K |
2025 Q4
2 quarters
|
|
20
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.4B
| $654K | 0.71% |
12,923
+3,943
| +44% | +$198K |
2025 Q4
2 quarters
|
|
21
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.24B
| $654K | 0.71% |
6,788
+3,061
| +82% | +$295K |
2025 Q4
2 quarters
|
|
22
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.8B
| $654K | 0.71% |
3,700
-3,583
| -49% | -$581K |
2025 Q4
2 quarters
|
|
23
VanEck Intermediate Muni ETF
ITM
$2.1B
| $652K | 0.71% |
13,864
+5,549
| +67% | +$260K |
2025 Q4
2 quarters
|
|
24
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$438M
| $646K | 0.7% |
20,684
+1,948
| +10% | +$61.3K |
2025 Q4
2 quarters
|
|
25
VanEck High Yield Muni ETF
HYD
$3.91B
| $645K | 0.7% |
12,492
+5,743
| +85% | +$293K |
2025 Q4
2 quarters
|
|
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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, followed by Miscellaneous.
- 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.