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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR TEC | SBI INT-TECH | 101 | $1,449,000 | 8,333 | 0.12 | 0.11 | -265 | -3.08 | 12-31-2021 |
| VANGUARD SCOTTSDALE FDS VNG | RUS1000GRW | 102 | $1,445,000 | 18,400 | 0.12 | 18,400 | +Inf | 12-31-2021 | |
| ISHARES CORE | S&P500 ETF | 103 | $1,434,000 | 3,005 | 0.12 | 0.08 | 868 | 40.62 | 12-31-2021 |
| NEXTERA ENERGY PARTNERS LP COM | UNIT PART IN | 104 | $1,405,000 | 16,652 | 0.11 | 16,652 | +Inf | 12-31-2021 |
