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 HEA SBI HEALTHCARE 251 $218,000 1,545 0.02 0.02 16 1.05 12-31-2021
DOLLAR GEN CORP COM 252 $213,000 905 0.02 905 +Inf 12-31-2021
ROBLOX CORP CL A 253 $212,000 6,400 0.02 6,400 +Inf 12-31-2021
SQUARE INC CL A 254 $210,000 1,298 0.02 0.03 -20 -1.52 12-31-2021
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