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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.26 | 1.26 | 0.00 |
Shares | 75.29 | 75.29 | 0.00 |
Bonds | 18.22 | 18.90 | 0.68 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.39 | 0.39 | 0.00 |
Other | 4.80 | 4.81 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.49 | 17.10 |
Price to Book | 2.71 | 2.55 |
Price to Sales | 1.89 | 1.86 |
Price to Cash Flow | 10.84 | 10.54 |
Dividend Yield | 1.94 | 2.20 |
5 Years Earnings Growth | 11.10 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.77 | 21.75 |
Financial Services | 16.36 | 16.32 |
Consumer Cyclical | 12.06 | 10.94 |
Healthcare | 11.79 | 11.61 |
Industrials | 10.45 | 11.35 |
Communication Services | 7.39 | 7.01 |
Consumer Defensive | 4.90 | 6.08 |
Energy | 3.79 | 4.15 |
Basic Materials | 3.57 | 3.94 |
Utilities | 2.64 | 2.76 |
Real Estate | 2.29 | 4.09 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen International Eq W | - | 11.55 | - | - | |
Nuveen Core Bond W | - | 9.99 | - | - | |
Nuveen Large Cap Growth W | - | 8.08 | - | - | |
Nuveen Growth Opportunities ETF | - | 8.08 | - | - | |
Nuveen Large Cap Value W | - | 7.59 | - | - | |
Nuveen Dividend Value R6 | - | 7.53 | - | - | |
Nuveen Dividend Growth R6 | - | 7.36 | - | - | |
Nuveen Core Equity W | - | 7.33 | - | - | |
Nuveen International Opps W | - | 6.96 | - | - | |
Nuveen Core Plus Bond W | - | 6.18 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Bond Index Institutional | 8.67B | 3.14 | 1.94 | 1.42 | ||
TIAA-CREF Lifecycle Index 2040 Inst | 9.22B | 0.51 | 8.97 | 8.23 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 8.71B | 0.93 | 8.05 | 7.55 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 7.96B | 1.24 | 7.26 | 6.92 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 7.93B | 0.26 | 9.45 | 8.72 |
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