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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.670 | 0.670 | 0.000 |
Shares | 94.290 | 94.290 | 0.000 |
Bonds | 5.000 | 5.000 | 0.000 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.010 | 0.030 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.368 | 17.448 |
Price to Book | 1.604 | 2.363 |
Price to Sales | 1.244 | 1.724 |
Price to Cash Flow | 6.807 | 9.573 |
Dividend Yield | 3.442 | 2.387 |
5 Years Earnings Growth | 9.149 | 9.889 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.100 | 20.383 |
Financial Services | 15.300 | 16.021 |
Healthcare | 12.330 | 10.972 |
Industrials | 10.410 | 10.956 |
Real Estate | 10.060 | 6.988 |
Consumer Cyclical | 9.670 | 10.541 |
Communication Services | 8.280 | 7.349 |
Consumer Defensive | 7.440 | 6.441 |
Energy | 3.740 | 3.955 |
Basic Materials | 3.480 | 3.529 |
Utilities | 3.190 | 2.867 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TIAA-CREF Large-Cap Gr Idx Instl | - | 31.18 | - | - | |
TIAA-CREF Large-Cap Value Idx Inst | - | 25.68 | - | - | |
TIAA-CREF International Eq Idx Instl | - | 23.19 | - | - | |
DFA Real Estate Securities I | - | 5.95 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 4.73 | - | - | |
TIAA-CREF Small-Cap Blend Idx Inst | - | 4.16 | - | - | |
TIAA-CREF Bond Index Institutional | - | 3.58 | - | - | |
TIAA-CREF Inflation Link Bd Instl | - | 0.85 | - | - | |
TIAA-CREF High-Yield Inst | - | 0.68 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 3.03B | 8.04 | 16.35 | 12.96 | ||
MI Education Savings Program US Equ | 923.82M | 8.02 | 16.31 | 12.91 | ||
WI Edvest 529 Plan Large Cap Stock | 888.55M | 8.55 | 16.97 | 13.52 | ||
WI Edvest 529 Plan Based Aggressive | 695.91M | 9.23 | 11.89 | 8.89 | ||
OR Oregon College Savings Plan US E | 567.44M | 7.95 | 16.19 | - |
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