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HI

Hyundai Investments Portfolio holdings

AUM $88.3M
1-Year Est. Return 25.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-25.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.3M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$944K
3
+$703K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$624K
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$565K

Top Sells

1
+$652K
2
+$314K
3
+$303K
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$303K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$265K

Sector Composition

1 Real Estate 55.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMTG icon
1
Claros Mortgage Trust
CMTG
$318M
$48.7M 55.18%
20,467,603
-51,000
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$119B
$3.59M 4.07%
28,195
+22,881
GLD icon
3
SPDR Gold Trust
GLD
$134B
$3.49M 3.96%
8,429
+758
LBAY icon
4
Leatherback Long/Short Alternative Yield ETF
LBAY
$17.8M
$1.58M 1.79%
56,200
+35,461
MTUM icon
5
iShares MSCI USA Momentum Factor ETF
MTUM
$27.5B
$1.57M 1.77%
6,788
+2,484
IJT icon
6
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.32B
$1.02M 1.15%
7,283
+1,429
VNQ icon
7
Vanguard Real Estate ETF
VNQ
$37.7B
$1.02M 1.15%
11,639
+6,055
IVW icon
8
iShares S&P 500 Growth ETF
IVW
$74.7B
$997K 1.13%
9,169
+2,324
IJK icon
9
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$995K 1.13%
10,233
+2,772
PSP icon
10
Invesco Global Listed Private Equity ETF
PSP
$226M
$972K 1.1%
17,629
+11,203
XLY icon
11
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$855K 0.97%
8,095
-1,471
SPHB icon
12
Invesco S&P 500 High Beta ETF
SPHB
$1.02B
$846K 0.96%
7,601
+4,669
IJS icon
13
iShares S&P Small-Cap 600 Value ETF
IJS
$8.02B
$679K 0.77%
5,855
-1,446
SWAN icon
14
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$162M
$633K 0.72%
20,773
+7,658
FTLS icon
15
First Trust Long/Short Equity ETF
FTLS
$2.42B
$601K 0.68%
8,652
+1,495
IBND icon
16
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$461M
$575K 0.65%
18,736
-1,262
XLI icon
17
State Street Industrial Select Sector SPDR ETF
XLI
$34.3B
$570K 0.65%
3,642
-271
LQD icon
18
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.8B
$555K 0.63%
5,125
-363
XLE icon
19
State Street Energy Select Sector SPDR ETF
XLE
$35.3B
$552K 0.63%
8,913
+547
VNQI icon
20
Vanguard Global ex-US Real Estate ETF
VNQI
$3.45B
$535K 0.61%
12,346
-5,507
PTLC icon
21
Pacer Trendpilot US Large Cap ETF
PTLC
$3.31B
$534K 0.61%
10,333
+3,381
IJJ icon
22
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.73B
$523K 0.59%
4,038
-548
CWB icon
23
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.08B
$519K 0.59%
5,825
+771
XLB icon
24
State Street Materials Select Sector SPDR ETF
XLB
$8.31B
$502K 0.57%
10,218
-2,006
EMHY icon
25
iShares JPMorgan EM High Yield Bond ETF
EMHY
$607M
$465K 0.53%
11,932
-2,022
1
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