The Dynamic Financial Sector Intellidex Index (EZF) is a modified equal dollar weighted Index designed to identify stocks within the financial sector that have capital appreciation potential using a proprietary stock selection and portfolio construction methodology. Each quarter sixty (60) stocks are selected from a custom financial universe created using proprietary research. The EZF index was established with a base value of 1000.00 at the close on February 28, 2003.
| Company Name
| Symbol
| % Weighting
|
| Discover Financial Services | DFS | 2.79 %
|
| Goldman Sachs Group | GS | 2.69 %
|
| TD Ameritrade Holding Corp | AMTD | 2.64 %
|
| Franklin Resources | BEN | 2.64 %
|
| Willis Group Holdings | WSH | 2.62 %
|
| Charles Schwab Corp | SCHW | 2.61 %
|
| Jpmorgan Chase & Co | JPM | 2.53 %
|
| Aflac Inc | AFL | 2.53 %
|
| Chubb Corp | CB | 2.52 %
|
| Progressive Corp,ohio | PGR | 2.46 %
|
| Ace Limited | ACE | 2.45 %
|
| T.rowe Price Group | TROW | 2.45 %
|
| Amer Express | AXP | 2.44 %
|
| Thousand Trails | TRV | 2.4 %
|
| Principal Financial Grp | PFG | 2.35 %
|
| Unumprovident Corp | UNM | 2.29 %
|
| Odyssey Re Holdings | ORH | 1.71 %
|
| Tradestation Group | TRAD | 1.52 %
|
| Investment Tech Group | ITG | 1.52 %
|
| KBW Inc. | KBW | 1.48 %
|
| Knight Trading Group'a' | NITE | 1.48 %
|
| Ocwen Financial | OCN | 1.47 %
|
| Provident New York Bancorp | PBNY | 1.44 %
|
| N.A. | BPSG | 1.44 %
|
| Universal American Corp | UAM | 1.43 %
|
| Aspen Insurance Holdings Ltd | AHL | 1.43 %
|
| Wesco Financial | WSC | 1.41 %
|
| Hercules Technology Growth Capital Inc. | HTGC | 1.4 %
|
| Hcc Insurance Hldgs | HCC | 1.4 %
|
| Waddell & Reed Finl'a' | WDR | 1.4 %
|
| Sei Investments | SEIC | 1.4 %
|
| optionsXpress Holdings Inc. | OXPS | 1.38 %
|
| Transatlantic Holdings | TRH | 1.38 %
|
| Stancorp Financial Group | SFG | 1.38 %
|
| CNA Surety Corp | SUR | 1.36 %
|
| Rli Corp | RLI | 1.36 %
|
| GAMCO Investors Inc | GBL | 1.34 %
|
| Tompkins Trustco | TMP | 1.34 %
|
| Amer Financial Group | AFG | 1.34 %
|
| GFI Group Inc. | GFIG | 1.34 %
|
| OneBeacon Insurance Group Ltd. (Cl A) | OB | 1.34 %
|
| AMERISAFE Inc. | AMSF | 1.33 %
|
| Umb Financial | UMBF | 1.33 %
|
| Marnetics Broadband Tech | MXB | 1.32 %
|
| Harleysville Group | HGIC | 1.32 %
|
| National Financial Partners | NFP | 1.32 %
|
| Commerce Bancshares | CBSH | 1.31 %
|
| Erie Indemnity 'a' | ERIE | 1.31 %
|
| Community Trust Bncp | CTBI | 1.3 %
|
| Meadowbrook Insurance Group | MIG | 1.29 %
|
| Brown & Brown | BRO | 1.27 %
|
| World Acceptance | WRLD | 1.27 %
|
| Credit Acceptance | CACC | 1.27 %
|
| Advance America Cash Advance Centers Inc. | AEA | 1.26 %
|
| Argonaut Group Inc. | AGII | 1.26 %
|
| Amer Physcn Cap | ACAP | 1.25 %
|
| PHH Corp. | PHH | 1.23 %
|
| First Cash Financial Services Inc | FCFS | 1.22 %
|
| Dollar Financial Corp. | DLLR | 1.21 %
|
| eHealth Inc | EHTH | 1.04 %
|
