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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
VCSH icon
26
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$645K 0.7%
8,147
+3,836
+89% +$303K
VWOB icon
27
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
$634K 0.69%
9,390
+2,736
+41% +$183K
MNA icon
28
IQ ARB Merger Arbitrage ETF
MNA
$254M
$630K 0.68%
17,269
+7,239
+72% +$264K
XLU icon
29
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$629K 0.68%
13,677
+6,135
+81% +$278K
VYMI icon
30
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
$627K 0.68%
6,380
+2,315
+57% +$229K
PTLC icon
31
Pacer Trendpilot US Large Cap ETF
PTLC
$3.33B
$624K 0.68%
10,806
+473
+5% +$26.8K
DBMF icon
32
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.18B
$624K 0.68%
20,558
+10,298
+100% +$316K
HDG icon
33
ProShares Hedge Replication ETF
HDG
$22.2M
$623K 0.68%
11,431
+4,638
+68% +$250K
SMMU icon
34
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
$623K 0.67%
12,324
+4,869
+65% +$246K
IJS icon
35
iShares S&P Small-Cap 600 Value ETF
IJS
$8.28B
$621K 0.67%
4,556
-1,299
-22% -$168K
SPHQ icon
36
Invesco S&P 500 Quality ETF
SPHQ
$19.6B
$617K 0.67%
6,953
+669
+11% +$55.6K
IVW icon
37
iShares S&P 500 Growth ETF
IVW
$75.7B
$617K 0.67%
4,551
-4,618
-50% -$610K
IEF icon
38
iShares 7-10 Year Treasury Bond ETF
IEF
$43.1B
$615K 0.67%
6,471
+3,008
+87% +$285K
PTBD icon
39
Pacer Trendpilot US Bond ETF
PTBD
$86M
$614K 0.66%
32,008
+15,265
+91% +$293K
SWAN icon
40
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$159M
$613K 0.66%
18,425
-2,348
-11% -$77.6K
XLI icon
41
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$612K 0.66%
3,347
-295
-8% -$51.3K
IJK icon
42
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$611K 0.66%
5,267
-4,966
-49% -$552K
FTLS icon
43
First Trust Long/Short Equity ETF
FTLS
$2.49B
$609K 0.66%
8,273
-379
-4% -$27.8K
BSV icon
44
Vanguard Short-Term Bond ETF
BSV
$45.6B
$608K 0.66%
7,788
+2,885
+59% +$225K
EWX icon
45
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$699M
$604K 0.65%
8,247
+5,584
+210% +$407K
IJJ icon
46
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$598K 0.65%
4,063
+25
+0.6% +$3.54K
XLY icon
47
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
$595K 0.64%
5,078
-3,017
-37% -$352K
QYLD icon
48
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.3B
$586K 0.64%
32,140
+10,511
+49% +$188K
XLF icon
49
State Street Financial Select Sector SPDR ETF
XLF
$57.3B
$586K 0.63%
10,907
+2,419
+28% +$126K
LBAY icon
50
Leatherback Long/Short Alternative Yield ETF
LBAY
$18.9M
$585K 0.63%
23,111
-33,089
-59% -$861K
1
2
3

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SWP
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SAM
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DCM
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JBL
Jackson Brooke LLC Lansing, Michigan $92.4M AUM
GBA
Garrison Bradford & Associates New York $92.2M AUM 19.08% 1-Year Est. Return
GSC
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FA
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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.