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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
CMTG icon
1
Claros Mortgage Trust
CMTG
$250M
$62.8M 61.17%
20,518,603
-68,952
-0.3% -$225K
GLD icon
2
SPDR Gold Trust
GLD
$131B
$3.06M 2.98%
+7,671
New +$2.93M
XLY icon
3
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$1.15M 1.12%
+9,566
New +$1.13M
MTUM icon
4
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$1.09M 1.06%
+4,304
New +$1.08M
IVW icon
5
iShares S&P 500 Growth ETF
IVW
$73.8B
$850K 0.83%
+6,845
New +$838K
IJT icon
6
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.26B
$839K 0.82%
+5,854
New +$829K
IJS icon
7
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$838K 0.82%
+7,301
New +$818K
VNQI icon
8
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$821K 0.8%
+17,853
New +$844K
XLK icon
9
State Street Technology Select Sector SPDR ETF
XLK
$115B
$773K 0.75%
+5,314
New +$767K
IJK icon
10
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$731K 0.71%
+7,461
New +$718K
XLC icon
11
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$666K 0.65%
+5,633
New +$648K
IBND icon
12
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$460M
$642K 0.63%
+19,998
New +$639K
MLN icon
13
VanEck Long Muni ETF
MLN
$677M
$640K 0.62%
+36,426
New +$641K
XLU icon
14
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$625K 0.61%
+14,550
New +$644K
XLI icon
15
State Street Industrial Select Sector SPDR ETF
XLI
$32.8B
$612K 0.6%
+3,913
New +$602K
IJJ icon
16
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$609K 0.59%
+4,586
New +$597K
LQD icon
17
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$607K 0.59%
+5,488
New +$610K
CMBS icon
18
iShares CMBS ETF
CMBS
$474M
$577K 0.56%
+11,731
New +$576K
SPHQ icon
19
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$571K 0.56%
+7,545
New +$560K
VTEB icon
20
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$571K 0.56%
+11,358
New +$572K
VYMI icon
21
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$569K 0.55%
+6,299
New +$547K
EMHY icon
22
iShares JPMorgan EM High Yield Bond ETF
EMHY
$620M
$564K 0.55%
+13,954
New +$559K
XLB icon
23
State Street Materials Select Sector SPDR ETF
XLB
$8.5B
$559K 0.54%
+12,224
New +$540K
ITM icon
24
VanEck Intermediate Muni ETF
ITM
$2.14B
$551K 0.54%
+11,677
New +$549K
VBND icon
25
Vident US Bond Strategy ETF
VBND
$523M
$548K 0.53%
+12,432
New +$550K
1
2 3

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VA
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BFM
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UCM
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MPEM
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BC
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RFL
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CWM
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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.