We are live on ! Find out more
HI

Hyundai Investments Portfolio holdings

AUM $88.7M
1-Year Est. Return 25.11%
This Fund
S&P 500
This Quarter Est. Return
-4.25%
1 Year Est. Return
-25.11%
3 Year Est. Return
-76.02%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$103M
AUM Growth
+$34.3M
Cap. Flow
+$39.2M
Cap. Flow %
38.24%
Top 10 Hldgs %
71.05%
Holding
72
New
71
Increased
–
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$2.93M
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.13M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$844K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$838K

Top Sells

Rank Stock Value
1
CMTG icon
Claros Mortgage Trust
CMTG
+$225K

Sector Composition

Rank Sector Weight
1 Real Estate 61.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
POWA icon
26
Invesco Bloomberg Pricing Power ETF
POWA
$183M
$547K 0.53%
+6,037
New +$547K
DWX icon
27
State Street SPDR S&P International Dividend ETF
DWX
$529M
$539K 0.53%
+12,227
New +$529K
XLF icon
28
State Street Financial Select Sector SPDR ETF
XLF
$59B
$536K 0.52%
+9,720
New +$518K
MBB icon
29
iShares MBS ETF
MBB
$38.9B
$528K 0.51%
+5,535
New +$528K
FTLS icon
30
First Trust Long/Short Equity ETF
FTLS
$2.49B
$512K 0.5%
+7,157
New +$506K
PKW icon
31
Invesco BuyBack Achievers ETF
PKW
$1.77B
$509K 0.5%
+3,762
New +$497K
VWOB icon
32
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
$508K 0.49%
+7,513
New +$507K
LBAY icon
33
Leatherback Long/Short Alternative Yield ETF
LBAY
$18.6M
$504K 0.49%
+20,739
New +$507K
IQLT icon
34
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$499K 0.49%
+10,914
New +$489K
VNQ icon
35
Vanguard Real Estate ETF
VNQ
$38.6B
$498K 0.49%
+5,584
New +$502K
HYD icon
36
VanEck High Yield Muni ETF
HYD
$4.4B
$494K 0.48%
+9,671
New +$493K
TLT icon
37
iShares 20+ Year Treasury Bond ETF
TLT
$40.5B
$479K 0.47%
+5,456
New +$488K
DBMF icon
38
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.2B
$479K 0.47%
+17,018
New +$485K
BSV icon
39
Vanguard Short-Term Bond ETF
BSV
$45.6B
$477K 0.47%
+6,055
New +$478K
SMMU icon
40
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
$475K 0.46%
+9,399
New +$474K
XLV icon
41
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$473K 0.46%
+3,036
New +$455K
IVE icon
42
iShares S&P 500 Value ETF
IVE
$50B
$470K 0.46%
+2,200
New +$461K
EFG icon
43
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$462K 0.45%
+4,037
New +$463K
IMTM icon
44
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.27B
$458K 0.45%
+9,509
New +$455K
DVYE icon
45
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
$454K 0.44%
+14,536
New +$445K
IFLN
46
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$453K 0.44%
+24,319
New +$452K
CWB icon
47
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
$453K 0.44%
+5,054
New +$459K
VCSH icon
48
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
$450K 0.44%
+5,639
New +$450K
IGHG icon
49
ProShares Investment Grade-Interest Rate Hedged
IGHG
$329M
$446K 0.43%
+5,678
New +$446K
WIP icon
50
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$473M
$446K 0.43%
+11,311
New +$442K
1
2
3

Similar funds

SCA
Sassicaia Capital Advisers Jericho, New York $88.8M AUM 146.47% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM
BFM
Brooklands Fund Management London, United Kingdom $88.9M AUM
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
RFL
RD Finance Ltd Limassol, Cyprus $88.1M AUM 11.44% 1-Year Est. Return
PBCM
Point Break Capital Management Miami, Florida $88M AUM
PM
Parametrica Management Wanchai, Hong Kong $88M AUM 48.84% 1-Year Est. Return
BCP
Balance Capital Partners New York $87.9M AUM

Hyundai Investments's Q4 2025 Portfolio in Review

As of Q4 2025, Hyundai Investments held 72 positions worth $103M, up 50% from $68.4M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Hyundai Investments deployed $39.2M of net new capital in Q4 2025, opening 71 new positions. Its largest new stake was SPDR Gold Trust: 7,671 shares worth $3.06M.

By sector, the portfolio is most concentrated in Real Estate at 61% of assets, down from 100% a quarter earlier.

On the sell side, the largest reduction was Claros Mortgage Trust, an estimated $225K trimmed.

  • Hyundai Investments's largest Q4 2025 buy was SPDR Gold Trust: 7,671 shares worth $3.06M.
  • Hyundai Investments's biggest Q4 2025 reduction was Claros Mortgage Trust, cutting an estimated $225K.
  • Hyundai Investments's ten largest holdings make up 71% of its $103M portfolio in Q4 2025.
  • Hyundai Investments opened 71 new positions and closed 0 in Q4 2025.
  • Hyundai Investments's portfolio value rose 50% quarter-over-quarter to $103M.

Based on Hyundai Investments's 13F filing for Q4 2025, filed 17 Feb 2026.