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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 | |
|---|---|---|---|---|---|---|---|
26
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
| $645K | 0.7% |
8,147
+3,836
| +89% | +$303K |
2025 Q4
2 quarters
|
|
27
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.08B
| $634K | 0.69% |
9,390
+2,736
| +41% | +$183K |
2025 Q4
2 quarters
|
|
28
NYLIM Merger Arbitrage ETF
MNA
$265M
| $630K | 0.68% |
17,269
+7,239
| +72% | +$264K |
2025 Q4
2 quarters
|
|
29
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
| $629K | 0.68% |
13,677
+6,135
| +81% | +$278K |
2025 Q4
2 quarters
|
|
30
Vanguard International High Dividend Yield ETF
VYMI
$21B
| $627K | 0.68% |
6,380
+2,315
| +57% | +$229K |
2025 Q4
2 quarters
|
|
31
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
| $624K | 0.68% |
10,806
+473
| +5% | +$26.8K |
2025 Q4
2 quarters
|
|
32
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.44B
| $624K | 0.68% |
20,558
+10,298
| +100% | +$316K |
2025 Q4
2 quarters
|
|
33
ProShares Hedge Replication ETF
HDG
$22.5M
| $623K | 0.68% |
11,431
+4,638
| +68% | +$250K |
2025 Q4
2 quarters
|
|
34
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.2B
| $623K | 0.67% |
12,324
+4,869
| +65% | +$246K |
2025 Q4
2 quarters
|
|
35
iShares S&P Small-Cap 600 Value ETF
IJS
$7.77B
| $621K | 0.67% |
4,556
-1,299
| -22% | -$168K |
2025 Q4
2 quarters
|
|
36
Invesco S&P 500 Quality ETF
SPHQ
$19B
| $617K | 0.67% |
6,953
+669
| +11% | +$55.6K |
2025 Q4
2 quarters
|
|
|
37
iShares S&P 500 Growth ETF
IVW
$79.9B
| $617K | 0.67% |
4,551
-4,618
| -50% | -$610K |
2025 Q4
2 quarters
|
|
38
iShares 7-10 Year Treasury Bond ETF
IEF
$41.3B
| $615K | 0.67% |
6,471
+3,008
| +87% | +$285K |
2025 Q4
2 quarters
|
|
39
Pacer Trendpilot US Bond ETF
PTBD
$84.5M
| $614K | 0.66% |
32,008
+15,265
| +91% | +$293K |
2025 Q4
2 quarters
|
|
40
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$152M
| $613K | 0.66% |
18,425
-2,348
| -11% | -$77.6K |
2025 Q4
2 quarters
|
|
41
State Street Industrial Select Sector SPDR ETF
XLI
$30.4B
| $612K | 0.66% |
3,347
-295
| -8% | -$51.3K |
2025 Q4
2 quarters
|
|
42
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
| $611K | 0.66% |
5,267
-4,966
| -49% | -$552K |
2025 Q4
2 quarters
|
|
43
First Trust Long/Short Equity ETF
FTLS
$2.6B
| $609K | 0.66% |
8,273
-379
| -4% | -$27.8K |
2025 Q4
2 quarters
|
|
44
Vanguard Short-Term Bond ETF
BSV
$45.9B
| $608K | 0.66% |
7,788
+2,885
| +59% | +$225K |
2025 Q4
2 quarters
|
|
|
45
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$668M
| $604K | 0.65% |
8,247
+5,584
| +210% | +$407K |
2025 Q4
2 quarters
|
|
46
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.52B
| $598K | 0.65% |
4,063
+25
| +0.6% | +$3.54K |
2025 Q4
2 quarters
|
|
47
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.5B
| $595K | 0.64% |
5,078
-3,017
| -37% | -$352K |
2025 Q4
2 quarters
|
|
48
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.53B
| $586K | 0.64% |
32,140
+10,511
| +49% | +$188K |
2025 Q4
2 quarters
|
|
49
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
| $586K | 0.63% |
10,907
+2,419
| +28% | +$126K |
2025 Q4
2 quarters
|
|
|
50
Leatherback Long/Short Alternative Yield ETF
LBAY
$16.2M
| $585K | 0.63% |
23,111
-33,089
| -59% | -$861K |
2025 Q4
2 quarters
|
|
Similar funds
DCA
SWP
SAM
DCM
JBL
GBA
GSC
FA
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.