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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
(-14%)
Cap. Flow
+$608K
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
72.06%
Holding
73
New
1
Increased
16
Reduced
55
Closed
1
Avg Time Held Equity + Options
1.2
quarters
Top 10 Avg Time Held Equity + Options
2.3
quarters
Top 20 Avg Time Held Equity + Options
1.5
quarters
Avg Time Held Equity only
1.2
quarters
Top 10 Avg Time Held Equity only
2.3
quarters
Top 20 Avg Time Held Equity only
1.5
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$3.22M |
| 2 |
Leatherback Long/Short Alternative Yield ETF
LBAY
|
+$944K |
| 3 |
Invesco Global Listed Private Equity ETF
PSP
|
+$703K |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$624K |
| 5 |
Invesco S&P 500 High Beta ETF
SPHB
|
+$565K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$652K |
| 2 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$314K |
| 3 |
State Street SPDR S&P International Dividend ETF
DWX
|
+$303K |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$303K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$265K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 54.89% |
| 2 | Miscellaneous | 45.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
| $341K | 0.38% |
4,311
-1,328
| -24% | -$106K |
2025 Q4
1 quarter
|
|
52
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$457M
| $339K | 0.38% |
8,702
-2,609
| -23% | -$105K |
2025 Q4
1 quarter
|
|
53
VanEck High Yield Muni ETF
HYD
$3.91B
| $337K | 0.38% |
6,749
-2,922
| -30% | -$149K |
2025 Q4
1 quarter
|
|
54
iShares Fallen Angels USD Bond ETF
FALN
$1.55B
| $333K | 0.37% |
12,579
-2,785
| -18% | -$76K |
2025 Q4
1 quarter
|
|
55
iShares 7-10 Year Treasury Bond ETF
IEF
$41.3B
| $330K | 0.37% |
3,463
-723
| -17% | -$69.5K |
2025 Q4
1 quarter
|
|
56
Pacer Trendpilot US Bond ETF
PTBD
$84.5M
| $315K | 0.36% |
16,743
-5,407
| -24% | -$104K |
2025 Q4
1 quarter
|
|
57
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.44B
| $310K | 0.35% |
10,260
-6,758
| -40% | -$203K |
2025 Q4
1 quarter
|
|
58
Global X S&P 500 Covered Call ETF
XYLD
$3.41B
| $308K | 0.35% |
8,018
-1,066
| -12% | -$43.1K |
2025 Q4
1 quarter
|
|
59
State Street Health Care Select Sector SPDR ETF
XLV
$43.1B
| $295K | 0.33% |
2,054
-982
| -32% | -$151K |
2025 Q4
1 quarter
|
|
60
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11B
| $272K | 0.31% |
5,204
-2,858
| -35% | -$157K |
2025 Q4
1 quarter
|
|
61
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
| $263K | 0.3% |
7,814
-6,722
| -46% | -$227K |
2025 Q4
1 quarter
|
|
|
62
State Street SPDR S&P International Dividend ETF
DWX
$506M
| $251K | 0.28% |
5,615
-6,612
| -54% | -$303K |
2025 Q4
1 quarter
|
|
63
Invesco S&P 500 Low Volatility ETF
SPLV
$6.98B
| $249K | 0.28% |
3,415
-2,206
| -39% | -$163K |
2025 Q4
1 quarter
|
|
64
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20B
| $225K | 0.25% |
4,515
-1,954
| -30% | -$97.2K |
2025 Q4
1 quarter
|
|
65
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.07B
| $224K | 0.25% |
11,679
-4,705
| -29% | -$90.3K |
2025 Q4
1 quarter
|
|
66
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.32B
| $219K | 0.25% |
1,856
-1,370
| -42% | -$166K |
2025 Q4
1 quarter
|
|
67
iShares MSCI Emerging Markets ETF
EEM
$31.9B
| $205K | 0.23% |
3,737
-3,640
| -49% | -$214K |
2025 Q4
1 quarter
|
|
|
68
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
| $202K | 0.23% |
4,503
-6,411
| -59% | -$303K |
2025 Q4
1 quarter
|
|
69
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.32B
| $201K | 0.23% |
4,342
-5,167
| -54% | -$259K |
2025 Q4
1 quarter
|
|
|
70
iShares MSCI EAFE Growth ETF
EFG
$15.2B
| $192K | 0.22% |
1,786
-2,251
| -56% | -$265K |
2025 Q4
1 quarter
|
|
71
iShares MSCI EAFE Value ETF
EFV
$30.5B
| $189K | 0.21% |
2,615
-3,467
| -57% | -$261K |
2025 Q4
1 quarter
|
|
72
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$668M
| $172K | 0.19% |
2,663
-2,517
| -49% | -$170K |
2025 Q4
1 quarter
|
|
|
73
State Street Communication Services Select Sector SPDR ETF
XLC
$23.2B
| – | – |
-5,633
| Closed | -$652K | – |
|
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FA
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, followed by Miscellaneous.
- 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.