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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.61 | 1.62 | 0.01 |
Stocks | 40.19 | 40.19 | 0.00 |
Bonds | 52.77 | 54.09 | 1.32 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.83 | 0.83 | 0.00 |
Other | 4.52 | 4.52 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.31 | 17.69 |
Price to Book | 2.84 | 2.50 |
Price to Sales | 1.97 | 1.82 |
Price to Cash Flow | 11.29 | 10.30 |
Dividend Yield | 1.87 | 2.22 |
5 Years Earnings Growth | 11.39 | 10.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.97 | 20.39 |
Financial Services | 15.67 | 15.62 |
Consumer Cyclical | 12.37 | 10.81 |
Healthcare | 11.61 | 12.07 |
Industrials | 10.23 | 11.13 |
Communication Services | 7.28 | 6.97 |
Consumer Defensive | 4.64 | 6.62 |
Energy | 4.06 | 4.36 |
Basic Materials | 3.57 | 4.11 |
Utilities | 2.55 | 3.19 |
Real Estate | 2.04 | 4.75 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Core Bond W | - | 20.53 | - | - | |
Nuveen Core Plus Bond W | - | 12.72 | - | - | |
Nuveen Inflation Link Bd W | - | 7.87 | - | - | |
Nuveen Short Term Bond W | - | 7.81 | - | - | |
Nuveen International Eq W | - | 6.19 | - | - | |
Nuveen Growth Opportunities ETF | - | 4.49 | - | - | |
Nuveen Large Cap Growth W | - | 4.43 | - | - | |
Tiaa Cref Real Property Fnd Lp | - | 4.43 | - | - | |
Nuveen Large Cap Value W | - | 3.96 | - | - | |
Nuveen Dividend Value R6 | - | 3.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Bond Index Institutional | 11.3B | 2.72 | -0.46 | 1.40 | ||
TIAA-CREF Lifecycle Index 2040 Inst | 9.3B | 2.94 | 7.45 | 8.54 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 8.76B | 2.88 | 6.40 | 7.81 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.08B | 2.82 | 5.57 | 7.14 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 7.97B | 2.95 | 8.03 | 9.06 |
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