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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.06 | 1.06 | 0.00 |
Stocks | 84.55 | 84.55 | 0.00 |
Bonds | 9.76 | 10.03 | 0.27 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.21 | 0.21 | 0.00 |
Other | 4.42 | 4.43 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.45 | 17.14 |
Price to Book | 2.85 | 2.63 |
Price to Sales | 1.92 | 1.87 |
Price to Cash Flow | 11.54 | 11.10 |
Dividend Yield | 1.94 | 2.07 |
5 Years Earnings Growth | 11.05 | 11.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.22 | 22.64 |
Financial Services | 14.31 | 15.28 |
Healthcare | 12.64 | 12.38 |
Consumer Cyclical | 11.62 | 10.74 |
Industrials | 10.19 | 11.29 |
Communication Services | 6.88 | 6.86 |
Consumer Defensive | 4.58 | 6.14 |
Energy | 4.56 | 4.27 |
Basic Materials | 4.06 | 4.14 |
Utilities | 2.70 | 2.60 |
Real Estate | 2.22 | 3.66 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen International Eq W | - | 12.61 | - | - | |
Nuveen Large Cap Growth W | - | 9.32 | - | - | |
Nuveen Growth Opportunities ETF | - | 9.28 | - | - | |
Nuveen Dividend Value R6 | - | 8.47 | - | - | |
Nuveen Large Cap Value W | - | 8.46 | - | - | |
Nuveen Dividend Growth R6 | - | 8.25 | - | - | |
Nuveen Core Equity W | - | 8.23 | - | - | |
Nuveen International Opps W | - | 7.66 | - | - | |
Nuveen Emerging Markets Eq W | - | 5.27 | - | - | |
Nuveen Core Bond W | - | 5.20 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Bond Index Institutional | 10.97B | 2.00 | -2.27 | 1.37 | ||
TIAA-CREF Lifecycle Index 2040 Inst | 9.06B | 12.68 | 4.11 | 8.58 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 8.53B | 11.19 | 3.29 | 7.86 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 7.91B | 10.08 | 2.65 | 7.19 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 7.72B | 13.65 | 4.53 | 9.09 |
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