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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.53 | 1.55 | 0.02 |
| Shares | 34.96 | 34.96 | 0.00 |
| Bonds | 57.97 | 59.22 | 1.25 |
| Convertible | 0.07 | 0.07 | 0.00 |
| Preferred | 0.83 | 0.83 | 0.00 |
| Other | 4.64 | 4.64 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 17.84 | 17.59 |
| Price to Book | 2.83 | 2.74 |
| Price to Sales | 1.94 | 1.98 |
| Price to Cash Flow | 11.51 | 11.37 |
| Dividend Yield | 1.90 | 2.40 |
| 5 Years Earnings Growth | 10.65 | 9.93 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 26.74 | 20.45 |
| Financial Services | 14.97 | 16.26 |
| Consumer Cyclical | 12.36 | 9.10 |
| Healthcare | 11.43 | 11.54 |
| Industrials | 10.46 | 10.56 |
| Communication Services | 6.87 | 6.85 |
| Energy | 4.51 | 5.65 |
| Consumer Defensive | 4.48 | 6.98 |
| Basic Materials | 3.66 | 3.73 |
| Utilities | 2.52 | 3.98 |
| Real Estate | 1.99 | 5.81 |
Number of long holdings: 20
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Nuveen Core Bond W | - | 21.03 | - | - | |
| Nuveen Core Plus Bond W | - | 13.04 | - | - | |
| Nuveen Short Term Bond W | - | 10.10 | - | - | |
| Nuveen Inflation Link Bd W | - | 10.06 | - | - | |
| Nuveen International Eq W | - | 5.26 | - | - | |
| Tiaa Cref Real Property Fnd Lp | - | 4.38 | - | - | |
| Nuveen Large Cap Growth W | - | 3.99 | - | - | |
| Nuveen Growth Opportunities ETF | - | 3.97 | - | - | |
| Nuveen Dividend Growth R6 | - | 3.41 | - | - | |
| Nuveen Core Equity W | - | 3.40 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| TIAA CREF Lifecycle Index Retiremei | 796.06M | 12.24 | 11.65 | 6.17 | ||
| TIAA-CREF Lifecycle Retire Income R | 129.45M | 1.60 | 2.77 | 4.94 | ||
| TIAA-CREF Lifecycle Retire Income | 122.78M | 1.60 | 2.74 | 4.93 | ||
| TIAA CREF Lifecycle Index Retiremer | 43.7M | 3.75 | 5.87 | 4.94 | ||
| TIAA CREF Lifecycle Retirement Inco | 6.42M | 7.73 | 8.19 | 5.73 |
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