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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
JNK icon
51
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$439K 0.43%
+4,509
New +$438K
MNA icon
52
IQ ARB Merger Arbitrage ETF
MNA
$253M
$436K 0.42%
+12,154
New +$435K
EFV icon
53
iShares MSCI EAFE Value ETF
EFV
$30B
$436K 0.42%
+6,082
New +$423K
PSP icon
54
Invesco Global Listed Private Equity ETF
PSP
$244M
$433K 0.42%
+6,426
New +$430K
PTBD icon
55
Pacer Trendpilot US Bond ETF
PTBD
$86.1M
$429K 0.42%
+22,150
New +$434K
SWAN icon
56
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$161M
$428K 0.42%
+13,115
New +$428K
NOBL icon
57
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$423K 0.41%
+8,062
New +$417K
FALN icon
58
iShares Fallen Angels USD Bond ETF
FALN
$1.6B
$420K 0.41%
+15,364
New +$422K
HDG icon
59
ProShares Hedge Replication ETF
HDG
$22.2M
$414K 0.4%
+8,048
New +$415K
EEM icon
60
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$405K 0.39%
+7,377
New +$401K
SPLV icon
61
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$404K 0.39%
+5,621
New +$404K
IEF icon
62
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$404K 0.39%
+4,186
New +$405K
QYLD icon
63
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
$398K 0.39%
+22,439
New +$391K
PTLC icon
64
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
$389K 0.38%
+6,952
New +$386K
ACWV icon
65
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
$385K 0.38%
+3,226
New +$386K
XLE icon
66
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$376K 0.37%
+8,366
New +$373K
XYLD icon
67
Global X S&P 500 Covered Call ETF
XYLD
$3.28B
$370K 0.36%
+9,084
New +$364K
SPHB icon
68
Invesco S&P 500 High Beta ETF
SPHB
$926M
$347K 0.34%
+2,932
New +$334K
EWX icon
69
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$694M
$339K 0.33%
+5,180
New +$344K
XLP icon
70
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$339K 0.33%
+4,341
New +$339K
VTIP icon
71
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$320K 0.31%
+6,469
New +$323K
TIPX icon
72
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.04B
$313K 0.31%
+16,384
New +$315K
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.