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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.11 | 1.12 | 0.01 |
Stocks | 84.80 | 84.80 | 0.00 |
Bonds | 9.54 | 9.55 | 0.01 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.20 | 0.20 | 0.00 |
Other | 4.33 | 4.38 | 0.05 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.17 | 17.29 |
Price to Book | 2.88 | 2.65 |
Price to Sales | 1.97 | 1.92 |
Price to Cash Flow | 11.64 | 11.16 |
Dividend Yield | 1.89 | 2.07 |
5 Years Earnings Growth | 11.15 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.31 | 23.06 |
Financial Services | 14.49 | 15.87 |
Healthcare | 12.25 | 11.64 |
Consumer Cyclical | 12.05 | 11.01 |
Industrials | 10.39 | 11.23 |
Communication Services | 6.71 | 7.08 |
Energy | 4.62 | 4.04 |
Consumer Defensive | 4.44 | 5.96 |
Basic Materials | 3.95 | 3.87 |
Utilities | 2.58 | 2.67 |
Real Estate | 2.21 | 3.55 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen International Eq W | - | 12.48 | - | - | |
Nuveen Large Cap Growth W | - | 9.39 | - | - | |
Nuveen Growth Opportunities ETF | - | 9.37 | - | - | |
Nuveen Large Cap Value W | - | 8.54 | - | - | |
Nuveen Dividend Value R6 | - | 8.50 | - | - | |
Nuveen Core Equity W | - | 8.30 | - | - | |
Nuveen Dividend Growth R6 | - | 8.25 | - | - | |
Nuveen International Opps W | - | 7.60 | - | - | |
Nuveen Emerging Markets Eq W | - | 5.13 | - | - | |
Nuveen Core Bond W | - | 5.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Bond Index Institutional | 11.39B | 0.52 | -1.55 | 1.07 | ||
TIAA-CREF Lifecycle Index 2040 Inst | 9.42B | 2.80 | 6.50 | 9.06 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 8.86B | 2.47 | 5.43 | 8.25 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.15B | 2.24 | 4.60 | 7.50 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 8.08B | 3.01 | 7.09 | 9.60 |
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