Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KINGS POINT CAPITAL MANAGEMENT | 02-11-2022 | 12-31-2021 | 635 | 1,222,975,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $71,194,000 | 400,935 | 5.82 | 5.25 | -15,919 | -3.82 | 12-31-2021 |
| PIMCO ETF TR ENHANCED SHO | ETF | 2 | $56,316,000 | 554,513 | 4.60 | 3.79 | 136,682 | 32.71 | 12-31-2021 |
| MICROSOFT CORP COM | COM | 3 | $48,296,000 | 143,600 | 3.95 | 3.75 | -6,080 | -4.06 | 12-31-2021 |
| ALPHABET INC CAP STK | CL A | 4 | $41,677,000 | 14,386 | 3.41 | 14,386 | +Inf | 12-31-2021 |
