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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
DWX icon
51
State Street SPDR S&P International Dividend ETF
DWX
$529M
$584K 0.63%
12,662
+7,047
+126% +$328K
PKW icon
52
Invesco BuyBack Achievers ETF
PKW
$1.77B
$580K 0.63%
4,076
+632
+18% +$86.9K
VTIP icon
53
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.9B
$579K 0.63%
11,512
+6,997
+155% +$352K
XLP icon
54
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$579K 0.63%
6,860
+1,552
+29% +$130K
XYLD icon
55
Global X S&P 500 Covered Call ETF
XYLD
$3.29B
$578K 0.63%
14,225
+6,207
+77% +$250K
TIPX icon
56
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.07B
$574K 0.62%
30,278
+18,599
+159% +$356K
XLV icon
57
State Street Health Care Select Sector SPDR ETF
XLV
$44.9B
$573K 0.62%
3,566
+1,512
+74% +$225K
WIP icon
58
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$476M
$572K 0.62%
14,543
+5,841
+67% +$235K
IQLT icon
59
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$571K 0.62%
11,576
+7,073
+157% +$346K
EFG icon
60
iShares MSCI EAFE Growth ETF
EFG
$17.1B
$570K 0.62%
4,624
+2,838
+159% +$342K
NOBL icon
61
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$569K 0.62%
10,095
+4,891
+94% +$265K
IMTM icon
62
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.27B
$568K 0.62%
10,754
+6,412
+148% +$335K
XLB icon
63
State Street Materials Select Sector SPDR ETF
XLB
$8.69B
$566K 0.61%
11,181
+963
+9% +$49.4K
SPLV icon
64
Invesco S&P 500 Low Volatility ETF
SPLV
$7.11B
$564K 0.61%
7,455
+4,040
+118% +$298K
IVE icon
65
iShares S&P 500 Value ETF
IVE
$50B
$563K 0.61%
2,478
+825
+50% +$184K
DVYE icon
66
iShares Emerging Markets Dividend ETF
DVYE
$1.24B
$559K 0.61%
17,311
+9,497
+122% +$326K
PSP icon
67
Invesco Global Listed Private Equity ETF
PSP
$245M
$556K 0.6%
10,112
-7,517
-43% -$446K
ACWV icon
68
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
$553K 0.6%
4,590
+2,734
+147% +$330K
XLC icon
69
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$551K 0.6%
+5,106
New +$582K
EFV icon
70
iShares MSCI EAFE Value ETF
EFV
$31.1B
$546K 0.59%
7,136
+4,521
+173% +$350K
XLE icon
71
State Street Energy Select Sector SPDR ETF
XLE
$41.8B
$525K 0.57%
9,792
+879
+10% +$50.3K
POWA icon
72
Invesco Bloomberg Pricing Power ETF
POWA
$178M
$514K 0.56%
5,804
+664
+13% +$58.3K
XLC icon
73
CALL
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
– –
-4,252
Closed -$459K
1 2
3

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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.