Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Financial Plan, Inc.

Industry Market Value
Percent
17 - Construction Special Trade Contractors 557,096 0.06
26 - Paper And Allied Products 29,525 0.00
28 - Chemicals And Allied Products 1,077,817 0.12
29 - Petroleum Refining And Related Industries 236,949 0.03
33 - Primary Metal Industries 350,240 0.04
35 - Industrial And Commercial Machinery And Computer Equipment 11,230,998 1.29
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 1,541,243 0.18
37 - Transportation Equipment 2,501,345 0.29
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 1,790,320 0.21
49 - Electric, Gas, And Sanitary Services 247,350 0.03
53 - General Merchandise Stores 1,111,367 0.13
58 - Restaurants, Dining, Eating And Drinking Places 316,327 0.04
59 - Miscellaneous Retail 481,260 0.06
60 - Depository Institutions 387,331,007 44.47
61 - Non-depository Credit Institutions 15,870 0.00
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 6,667,779 0.77
63 - Insurance Carriers 1,509,600 0.17
65 - Real Estate 20,700 0.00
67 - Holding And Other Investment Offices 175,125 0.02
73 - Business Services 6,554,908 0.75
Industry Not Reported 447,326,149 51.35
Total 871,072,975 100.00