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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.13 | 1.20 | 0.07 |
| Shares | 83.97 | 83.97 | 0.00 |
| Bonds | 10.41 | 11.37 | 0.96 |
| Convertible | 0.02 | 0.02 | 0.00 |
| Preferred | 0.17 | 0.17 | 0.00 |
| Other | 4.30 | 4.30 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.20 | 17.98 |
| Price to Book | 3.15 | 2.74 |
| Price to Sales | 2.36 | 2.03 |
| Price to Cash Flow | 13.28 | 11.32 |
| Dividend Yield | 1.81 | 2.03 |
| 5 Years Earnings Growth | 9.80 | 10.35 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 26.80 | 23.41 |
| Financial Services | 15.89 | 16.50 |
| Industrials | 12.79 | 11.49 |
| Consumer Cyclical | 11.19 | 10.85 |
| Healthcare | 9.17 | 10.73 |
| Communication Services | 7.91 | 7.58 |
| Consumer Defensive | 4.65 | 5.86 |
| Basic Materials | 3.86 | 3.77 |
| Utilities | 2.87 | 2.59 |
| Energy | 2.69 | 3.85 |
| Real Estate | 2.19 | 3.37 |
Number of long holdings: 23
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Nuveen International Eq W | - | 11.79 | - | - | |
| Nuveen Large Cap Growth W | - | 9.47 | - | - | |
| Nuveen Growth Opportunities ETF | - | 9.09 | - | - | |
| Nuveen Dividend Growth R6 | - | 8.72 | - | - | |
| Nuveen Large Cap Value W | - | 8.47 | - | - | |
| Nuveen Dividend Value R6 | - | 8.17 | - | - | |
| Nuveen International Opps W | - | 7.87 | - | - | |
| Nuveen Core Equity W | - | 7.83 | - | - | |
| Nuveen Core Bond W | - | 5.57 | - | - | |
| Nuveen Emerging Markets Eq W | - | 5.26 | - | - |
| 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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