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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.08 | 1.10 | 0.02 |
Shares | 35.32 | 35.32 | 0.00 |
Bonds | 58.41 | 61.76 | 3.35 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.66 | 0.66 | 0.00 |
Other | 4.47 | 4.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.59 | 17.11 |
Price to Book | 3.10 | 2.50 |
Price to Sales | 2.28 | 1.87 |
Price to Cash Flow | 12.93 | 10.25 |
Dividend Yield | 1.79 | 2.22 |
5 Years Earnings Growth | 10.25 | 10.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.90 | 20.37 |
Financial Services | 15.76 | 16.39 |
Industrials | 13.19 | 11.24 |
Consumer Cyclical | 11.26 | 10.42 |
Healthcare | 8.99 | 11.02 |
Communication Services | 7.64 | 6.55 |
Consumer Defensive | 4.77 | 6.43 |
Basic Materials | 3.64 | 4.37 |
Utilities | 2.91 | 2.90 |
Energy | 2.75 | 4.88 |
Real Estate | 2.19 | 5.44 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Core Bond W | - | 20.95 | - | - | |
Nuveen Core Plus Bond W | - | 12.98 | - | - | |
Nuveen Short Term Bond W | - | 10.09 | - | - | |
Nuveen Inflation Link Bd W | - | 10.00 | - | - | |
Nuveen International Eq W | - | 5.31 | - | - | |
Tiaa Cref Real Property Fnd Lp | - | 4.25 | - | - | |
Nuveen Growth Opportunities ETF | - | 3.83 | - | - | |
Nuveen Large Cap Growth W | - | 3.82 | - | - | |
Nuveen Large Cap Value W | - | 3.56 | - | - | |
Nuveen Dividend Value R6 | - | 3.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Lifecycle Index 2040 Inst | 10.23B | 12.47 | 14.73 | 10.15 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 9.75B | 11.36 | 13.12 | 9.26 | ||
TIAA-CREF Bond Index Institutional | 9.36B | 4.99 | 3.04 | 1.70 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 9.03B | 13.22 | 15.71 | 10.75 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.73B | 10.60 | 11.80 | 8.45 |
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