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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
VCSH icon
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$341K 0.38%
4,311
-1,328
-24% -$106K
WIP icon
52
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$476M
$339K 0.38%
8,702
-2,609
-23% -$105K
HYD icon
53
VanEck High Yield Muni ETF
HYD
$4.35B
$337K 0.38%
6,749
-2,922
-30% -$149K
FALN icon
54
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$333K 0.37%
12,579
-2,785
-18% -$76K
IEF icon
55
iShares 7-10 Year Treasury Bond ETF
IEF
$43.1B
$330K 0.37%
3,463
-723
-17% -$69.5K
PTBD icon
56
Pacer Trendpilot US Bond ETF
PTBD
$86M
$315K 0.36%
16,743
-5,407
-24% -$104K
DBMF icon
57
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.18B
$310K 0.35%
10,260
-6,758
-40% -$203K
XYLD icon
58
Global X S&P 500 Covered Call ETF
XYLD
$3.29B
$308K 0.35%
8,018
-1,066
-12% -$43.1K
XLV icon
59
State Street Health Care Select Sector SPDR ETF
XLV
$44.9B
$295K 0.33%
2,054
-982
-32% -$151K
NOBL icon
60
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$272K 0.31%
5,204
-2,858
-35% -$157K
DVYE icon
61
iShares Emerging Markets Dividend ETF
DVYE
$1.24B
$263K 0.3%
7,814
-6,722
-46% -$227K
DWX icon
62
State Street SPDR S&P International Dividend ETF
DWX
$529M
$251K 0.28%
5,615
-6,612
-54% -$303K
SPLV icon
63
Invesco S&P 500 Low Volatility ETF
SPLV
$7.11B
$249K 0.28%
3,415
-2,206
-39% -$163K
VTIP icon
64
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.9B
$225K 0.25%
4,515
-1,954
-30% -$97.2K
TIPX icon
65
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.07B
$224K 0.25%
11,679
-4,705
-29% -$90.3K
ACWV icon
66
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
$219K 0.25%
1,856
-1,370
-42% -$166K
EEM icon
67
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$205K 0.23%
3,737
-3,640
-49% -$214K
IQLT icon
68
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$202K 0.23%
4,503
-6,411
-59% -$303K
IMTM icon
69
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.27B
$201K 0.23%
4,342
-5,167
-54% -$259K
EFG icon
70
iShares MSCI EAFE Growth ETF
EFG
$17.1B
$192K 0.22%
1,786
-2,251
-56% -$265K
EFV icon
71
iShares MSCI EAFE Value ETF
EFV
$31.1B
$189K 0.21%
2,615
-3,467
-57% -$261K
EWX icon
72
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$699M
$172K 0.19%
2,663
-2,517
-49% -$170K
XLC icon
73
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
– –
-5,633
Closed -$652K
1 2
3

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SWP
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SAM
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DCM
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JBL
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GBA
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GSC
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FA
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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.