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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.83 | 0.83 | 0.00 |
Shares | 88.82 | 88.82 | 0.00 |
Bonds | 5.86 | 6.34 | 0.48 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 4.39 | 4.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.59 | 18.27 |
Price to Book | 3.10 | 2.66 |
Price to Sales | 2.28 | 1.95 |
Price to Cash Flow | 12.92 | 10.97 |
Dividend Yield | 1.79 | 2.18 |
5 Years Earnings Growth | 10.25 | 10.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.90 | 23.11 |
Financial Services | 15.77 | 16.44 |
Industrials | 13.16 | 11.56 |
Consumer Cyclical | 11.26 | 10.92 |
Healthcare | 9.00 | 10.98 |
Communication Services | 7.64 | 7.35 |
Consumer Defensive | 4.77 | 5.84 |
Basic Materials | 3.64 | 3.81 |
Utilities | 2.91 | 2.52 |
Energy | 2.75 | 3.92 |
Real Estate | 2.20 | 3.55 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen International Eq W | - | 13.38 | - | - | |
Nuveen Large Cap Growth W | - | 9.64 | - | - | |
Nuveen Growth Opportunities ETF | - | 9.58 | - | - | |
Nuveen Large Cap Value W | - | 8.96 | - | - | |
Nuveen Dividend Value R6 | - | 8.96 | - | - | |
Nuveen Dividend Growth R6 | - | 8.68 | - | - | |
Nuveen Core Equity W | - | 8.61 | - | - | |
Nuveen International Opps W | - | 8.10 | - | - | |
Nuveen Emerging Markets Eq W | - | 5.60 | - | - | |
Nuveen Quant Intl Small Cap Eq W | - | 4.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Lifecycle Index 2040 Inst | 10.12B | 15.85 | 19.31 | 10.79 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 9.66B | 14.31 | 17.30 | 9.82 | ||
TIAA-CREF Bond Index Institutional | 9.43B | 6.09 | 4.91 | 1.72 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 8.92B | 16.84 | 20.59 | 11.42 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.69B | 13.25 | 15.64 | 8.95 |
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