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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 2.75 | 2.75 | 0.00 |
| Shares | 33.35 | 33.35 | 0.00 |
| Bonds | 61.33 | 61.34 | 0.01 |
| Convertible | 0.07 | 0.07 | 0.00 |
| Preferred | 0.82 | 0.82 | 0.00 |
| Other | 1.68 | 2.76 | 1.08 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.17 | 17.00 |
| Price to Book | 2.88 | 2.54 |
| Price to Sales | 1.97 | 1.86 |
| Price to Cash Flow | 11.65 | 10.29 |
| Dividend Yield | 1.89 | 2.25 |
| 5 Years Earnings Growth | 11.15 | 10.81 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 26.32 | 20.52 |
| Financial Services | 14.48 | 17.18 |
| Healthcare | 12.24 | 10.85 |
| Consumer Cyclical | 12.04 | 10.16 |
| Industrials | 10.43 | 11.46 |
| Communication Services | 6.72 | 6.65 |
| Energy | 4.61 | 5.51 |
| Consumer Defensive | 4.43 | 6.43 |
| Basic Materials | 3.95 | 4.70 |
| Utilities | 2.58 | 2.96 |
| Real Estate | 2.21 | 3.59 |
Number of long holdings: 22
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Nuveen Core Bond W | - | 20.85 | - | - | |
| Nuveen Short Term Bond W | - | 14.16 | - | - | |
| Nuveen Core Plus Bond W | - | 12.92 | - | - | |
| Nuveen Inflation Link Bd W | - | 9.89 | - | - | |
| Nuveen International Eq W | - | 4.90 | - | - | |
| Nuveen Large Cap Growth W | - | 3.72 | - | - | |
| Nuveen Growth Opportunities ETF | - | 3.67 | - | - | |
| Nuveen Large Cap Value W | - | 3.36 | - | - | |
| Nuveen Dividend Value R6 | - | 3.34 | - | - | |
| Nuveen Core Equity W | - | 3.27 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2040 Inst | 10.32B | 15.85 | 19.31 | 10.79 | ||
| TIAA-CREF Lifecycle Index 2035 Inst | 9.83B | 14.31 | 17.30 | 9.82 | ||
| TIAA-CREF Bond Index Institutional | 9.46B | 6.09 | 4.91 | 1.72 | ||
| TIAA-CREF Lifecycle Index 2045 Inst | 9.12B | 16.84 | 20.59 | 11.42 | ||
| TIAA-CREF Lifecycle Index 2030 Inst | 8.83B | 13.25 | 15.64 | 8.95 |
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