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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.91 | 1.52 | 0.61 |
| Shares | 63.06 | 63.06 | 0.00 |
| Bonds | 31.17 | 33.63 | 2.46 |
| Convertible | 0.04 | 0.04 | 0.00 |
| Preferred | 0.43 | 0.43 | 0.00 |
| Other | 4.39 | 4.39 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.16 | 17.94 |
| Price to Book | 3.12 | 2.75 |
| Price to Sales | 2.34 | 2.03 |
| Price to Cash Flow | 13.28 | 11.43 |
| Dividend Yield | 1.82 | 2.03 |
| 5 Years Earnings Growth | 9.78 | 10.41 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 26.75 | 22.99 |
| Financial Services | 15.79 | 16.39 |
| Industrials | 12.90 | 11.50 |
| Consumer Cyclical | 11.09 | 10.71 |
| Healthcare | 9.22 | 10.74 |
| Communication Services | 7.91 | 7.62 |
| Consumer Defensive | 4.63 | 5.85 |
| Basic Materials | 3.95 | 3.83 |
| Utilities | 2.93 | 2.69 |
| Energy | 2.67 | 3.93 |
| Real Estate | 2.16 | 3.75 |
Number of long holdings: 25
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Nuveen Core Bond W | - | 14.44 | - | - | |
| Nuveen Core Plus Bond W | - | 8.98 | - | - | |
| Nuveen International Eq W | - | 8.76 | - | - | |
| Nuveen Large Cap Growth W | - | 7.07 | - | - | |
| Nuveen Growth Opportunities ETF | - | 6.80 | - | - | |
| Nuveen Dividend Growth R6 | - | 6.50 | - | - | |
| Nuveen Large Cap Value W | - | 6.32 | - | - | |
| Nuveen Dividend Value R6 | - | 6.10 | - | - | |
| Nuveen International Opps W | - | 5.88 | - | - | |
| Nuveen Core Equity W | - | 5.83 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2040 Inst | 10.39B | 17.83 | 18.06 | 10.26 | ||
| TIAA-CREF Lifecycle Index 2035 Inst | 9.88B | 16.10 | 16.29 | 9.34 | ||
| TIAA-CREF Lifecycle Index 2045 Inst | 9.22B | 19.02 | 19.20 | 10.90 | ||
| TIAA-CREF Bond Index Institutional | 9.14B | 6.75 | 5.62 | 1.79 | ||
| TIAA-CREF Lifecycle Index 2030 Inst | 8.86B | 14.87 | 14.83 | 8.52 |
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