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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
-12.12%
1 Year Est. Return
+0.12%
3 Year Est. Return
-74.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$88.7M
AUM Growth
-$13.9M
Cap. Flow
+$1.1M
Cap. Flow %
1.24%
Top 10 Hldgs %
72.06%
Holding
73
New
1
Increased
16
Reduced
55
Closed
1

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.22M
2
LBAY icon
Leatherback Long/Short Alternative Yield ETF
LBAY
+$944K
3
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$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

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$652K
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$314K
3
DWX icon
State Street SPDR S&P International Dividend ETF
DWX
+$303K
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$303K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$265K

Sector Composition

Rank Sector Weight
1 Real Estate 54.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPHQ icon
26
Invesco S&P 500 Quality ETF
SPHQ
$19.6B
$462K 0.52%
6,284
-1,261
-17% -$98.1K
XLC icon
27
CALL
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$459K 0.52%
+4,252
New +$492K
TLT icon
28
iShares 20+ Year Treasury Bond ETF
TLT
$45.6B
$454K 0.51%
5,237
-219
-4% -$19.3K
VTEB icon
29
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$447K 0.5%
8,980
-2,378
-21% -$120K
MLN icon
30
VanEck Long Muni ETF
MLN
$679M
$444K 0.5%
25,540
-10,886
-30% -$191K
PKW icon
31
Invesco BuyBack Achievers ETF
PKW
$1.77B
$442K 0.5%
3,444
-318
-8% -$43.1K
VBND icon
32
Vident US Bond Strategy ETF
VBND
$522M
$441K 0.5%
10,184
-2,248
-18% -$98.9K
POWA icon
33
Invesco Bloomberg Pricing Power ETF
POWA
$178M
$436K 0.49%
5,140
-897
-15% -$81.6K
XLP icon
34
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$435K 0.49%
5,308
+967
+22% +$81.4K
VWOB icon
35
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
$433K 0.49%
6,654
-859
-11% -$57.7K
CMBS icon
36
iShares CMBS ETF
CMBS
$472M
$431K 0.49%
8,824
-2,907
-25% -$143K
IGHG icon
37
ProShares Investment Grade-Interest Rate Hedged
IGHG
$334M
$417K 0.47%
5,402
-276
-5% -$21.6K
XLF icon
38
State Street Financial Select Sector SPDR ETF
XLF
$57.3B
$410K 0.46%
8,488
-1,232
-13% -$64.2K
MBB icon
39
iShares MBS ETF
MBB
$39.1B
$390K 0.44%
4,114
-1,421
-26% -$136K
ITM icon
40
VanEck Intermediate Muni ETF
ITM
$2.12B
$385K 0.43%
8,315
-3,362
-29% -$159K
BSV icon
41
Vanguard Short-Term Bond ETF
BSV
$45.6B
$384K 0.43%
4,903
-1,152
-19% -$90.7K
SMMU icon
42
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
$376K 0.42%
7,455
-1,944
-21% -$98.5K
VYMI icon
43
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
$373K 0.42%
4,065
-2,234
-35% -$213K
MNA icon
44
IQ ARB Merger Arbitrage ETF
MNA
$254M
$363K 0.41%
10,030
-2,124
-17% -$76.8K
QYLD icon
45
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.3B
$361K 0.41%
21,629
-810
-4% -$14.3K
JNK icon
46
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.73B
$353K 0.4%
3,727
-782
-17% -$75.8K
IFLN
47
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$348K 0.39%
19,542
-4,777
-20% -$88.1K
XLU icon
48
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$346K 0.39%
7,542
-7,008
-48% -$314K
HDG icon
49
ProShares Hedge Replication ETF
HDG
$22.2M
$346K 0.39%
6,793
-1,255
-16% -$65.6K
IVE icon
50
iShares S&P 500 Value ETF
IVE
$50B
$343K 0.39%
1,653
-547
-25% -$118K
1
2
3

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DCA
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SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
SAM
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DCM
Deuterium Capital Management Clearwater, Florida $92.4M AUM 35% 1-Year Est. Return
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
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Hyundai Investments's Q1 2026 Portfolio in Review

As of Q1 2026, Hyundai Investments held 73 positions worth $88.7M, down 14% from $103M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Trading was light in Q1 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 55% of assets, down from 61% a quarter earlier.

  • Hyundai Investments added most to State Street Technology Select Sector SPDR ETF in Q1 2026, an estimated $3.22M increase.
  • Hyundai Investments's biggest Q1 2026 reduction was State Street Utilities Select Sector SPDR ETF, cutting an estimated $314K.
  • Hyundai Investments fully exited State Street Communication Services Select Sector SPDR ETF in Q1 2026, selling an estimated $652K.
  • Hyundai Investments's ten largest holdings make up 72% of its $88.7M portfolio in Q1 2026.
  • Hyundai Investments opened 1 new position and closed 1 in Q1 2026.
  • Hyundai Investments's portfolio value fell 14% quarter-over-quarter to $88.7M.

Based on Hyundai Investments's 13F filing for Q1 2026, filed 15 May 2026.