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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.92 | 0.92 | 0.00 |
| Shares | 35.11 | 35.11 | 0.00 |
| Bonds | 63.93 | 63.93 | 0.00 |
| Convertible | 0.01 | 0.01 | 0.00 |
| Preferred | 0.01 | 0.01 | 0.00 |
| Other | 0.02 | 0.02 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.68 | 16.88 |
| Price to Book | 2.95 | 2.54 |
| Price to Sales | 2.24 | 1.86 |
| Price to Cash Flow | 12.75 | 10.35 |
| Dividend Yield | 1.90 | 2.25 |
| 5 Years Earnings Growth | 9.37 | 10.79 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 26.92 | 20.56 |
| Financial Services | 16.85 | 17.14 |
| Industrials | 10.97 | 11.43 |
| Consumer Cyclical | 10.79 | 10.15 |
| Healthcare | 9.06 | 10.82 |
| Communication Services | 8.93 | 6.69 |
| Consumer Defensive | 5.22 | 6.40 |
| Basic Materials | 3.33 | 4.74 |
| Energy | 3.19 | 5.51 |
| Utilities | 2.54 | 2.96 |
| Real Estate | 2.21 | 3.59 |
Number of long holdings: 10
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Nuveen Bond Index W | - | 36.74 | - | - | |
| Nuveen Equity Index W | - | 22.99 | - | - | |
| Nuveen Short Term Bond Index W | - | 15.32 | - | - | |
| Nuveen Inflation Link Bd W | - | 9.99 | - | - | |
| Nuveen International Eq Idx W | - | 8.37 | - | - | |
| Nuveen Emerging Markets Eq Idx W | - | 4.12 | - | - | |
| Nuveen High Yield Corporate Bond ETF | - | 1.92 | - | - | |
| Nuveen International Aggregate Bond ETF | - | 0.48 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2040 Inst | 10.06B | 17.83 | 18.06 | 10.26 | ||
| TIAA-CREF Lifecycle Index 2035 Inst | 9.53B | 16.10 | 16.29 | 9.34 | ||
| TIAA-CREF Lifecycle Index 2045 Inst | 8.84B | 19.02 | 19.20 | 10.90 | ||
| TIAA-CREF Bond Index Institutional | 9.16B | 6.75 | 5.62 | 1.79 | ||
| TIAA-CREF Lifecycle Index 2030 Inst | 8.52B | 14.87 | 14.83 | 8.52 |
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