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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.45 | 1.46 | 0.01 |
Shares | 40.50 | 40.50 | 0.00 |
Bonds | 52.63 | 54.92 | 2.29 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.74 | 0.74 | 0.00 |
Other | 4.62 | 4.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.70 | 17.90 |
Price to Book | 3.02 | 2.50 |
Price to Sales | 2.09 | 1.83 |
Price to Cash Flow | 12.30 | 10.23 |
Dividend Yield | 1.88 | 2.23 |
5 Years Earnings Growth | 9.64 | 10.37 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.87 | 20.08 |
Financial Services | 16.27 | 15.98 |
Industrials | 12.50 | 11.31 |
Consumer Cyclical | 11.11 | 10.69 |
Healthcare | 10.33 | 11.90 |
Communication Services | 6.93 | 7.07 |
Consumer Defensive | 5.42 | 6.72 |
Basic Materials | 3.43 | 4.10 |
Utilities | 2.98 | 3.14 |
Energy | 2.82 | 4.29 |
Real Estate | 2.33 | 4.74 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Core Bond W | - | 20.36 | - | - | |
Nuveen Core Plus Bond W | - | 12.62 | - | - | |
Nuveen Short Term Bond W | - | 7.89 | - | - | |
Nuveen Inflation Link Bd W | - | 7.87 | - | - | |
Nuveen International Eq W | - | 6.06 | - | - | |
Nuveen Large Cap Growth W | - | 4.54 | - | - | |
Nuveen Growth Opportunities ETF | - | 4.53 | - | - | |
Tiaa Cref Real Property Fnd Lp | - | 4.39 | - | - | |
Nuveen Large Cap Value W | - | 4.02 | - | - | |
Nuveen Dividend Value R6 | - | 4.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Lifecycle Index 2040 Inst | 10.22B | 9.73 | 12.39 | 9.22 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 9.59B | 8.85 | 10.92 | 8.41 | ||
TIAA-CREF Bond Index Institutional | 9.15B | 3.69 | 1.62 | 1.54 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 8.92B | 10.33 | 13.27 | 9.80 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.62B | 8.24 | 9.71 | 7.68 |
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