Composition of Holdings by Industry
This page shows an industry breakdown of all the investments of Essential Planning, LLC.
| Industry |
Market Value | Percent |
|---|---|---|
| 35 - Industrial And Commercial Machinery And Computer Equipment | 557,000 | 3.21 |
| 37 - Transportation Equipment | 295,000 | 1.70 |
| 53 - General Merchandise Stores | 380,000 | 2.19 |
| 62 - Security And Commodity Brokers, Dealers, Exchanges, And Services | 7,603,000 | 43.88 |
| 63 - Insurance Carriers | 374,000 | 2.16 |
| 73 - Business Services | 960,000 | 5.54 |
| Industry Not Reported | 7,158,000 | 41.31 |
| Total | 17,327,000 | 100.00 |
