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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.83 | 0.83 | 0.00 |
Shares | 90.12 | 90.12 | 0.00 |
Bonds | 4.59 | 4.96 | 0.37 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 4.38 | 4.38 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.59 | 18.52 |
Price to Book | 3.10 | 2.82 |
Price to Sales | 2.28 | 2.07 |
Price to Cash Flow | 12.92 | 11.61 |
Dividend Yield | 1.79 | 1.97 |
5 Years Earnings Growth | 10.25 | 10.47 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.90 | 23.78 |
Financial Services | 15.77 | 16.41 |
Industrials | 13.16 | 11.54 |
Consumer Cyclical | 11.26 | 10.95 |
Healthcare | 9.00 | 11.00 |
Communication Services | 7.64 | 7.56 |
Consumer Defensive | 4.77 | 5.68 |
Basic Materials | 3.64 | 3.77 |
Utilities | 2.91 | 2.45 |
Energy | 2.75 | 3.74 |
Real Estate | 2.19 | 3.14 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen International Eq W | - | 13.57 | - | - | |
Nuveen Large Cap Growth W | - | 9.77 | - | - | |
Nuveen Growth Opportunities ETF | - | 9.72 | - | - | |
Nuveen Large Cap Value W | - | 9.08 | - | - | |
Nuveen Dividend Value R6 | - | 9.07 | - | - | |
Nuveen Dividend Growth R6 | - | 8.81 | - | - | |
Nuveen Core Equity W | - | 8.76 | - | - | |
Nuveen International Opps W | - | 8.23 | - | - | |
Nuveen Emerging Markets Eq W | - | 5.69 | - | - | |
Nuveen Quant Intl Small Cap Eq W | - | 4.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Lifecycle Index 2040 Inst | 10.2B | 12.47 | 14.73 | 10.15 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 9.72B | 11.36 | 13.12 | 9.26 | ||
TIAA-CREF Bond Index Institutional | 9.38B | 4.99 | 3.04 | 1.70 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 9B | 13.22 | 15.71 | 10.75 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.72B | 10.60 | 11.80 | 8.45 |
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