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Hakeem S. Jeffries

Hakeem S. Jeffries

DEM
House · NY
Data as of 4:23 AM UTC
CAGR
+0.5%
Trades
71
Win Rate
—
Sharpe
1.40
Beta
0.54
Max DD
(12.3%)
CAGR
+0.5%
Trades
71
Win Rate
—
Sharpe
1.40
Beta
0.54
Max DD
(12.3%)

Hakeem S. Jeffries portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
VOOSellAcorn Securities LLC$1K - $15KFeb 16, 2024May 14, 2025
OTHERSellNY 529 Direct Plan$15K - $50KJul 28, 2023May 14, 2024
OTHERSellNY 529 Direct Plan$1K - $15KMar 27, 2023May 14, 2024
OTHERSellNY 529 Direct Plan$15K - $50KMar 27, 2023May 14, 2024
OTHERSellNY 529 Direct Plan$1K - $15KMar 6, 2023May 14, 2024
OTHERSellNY 529 Direct Plan$1K - $15KFeb 28, 2023May 14, 2024
OTHERSellNY 529 Direct Plan$1K - $15KFeb 2, 2023May 14, 2024
OTHERSellNY 529 Direct Plan$1K - $15KJan 9, 2023May 14, 2024
OTHERSellNY 529 Direct Plan$1K - $15KDec 27, 2022May 15, 2023
OTHERSellNY 529 Direct Plan$1K - $15KDec 9, 2022May 15, 2023
71 trades
…

Hakeem S. Jeffries (D-NY) Stock Trades & Portfolio

Hakeem S. Jeffries is a United States Representative from NY affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 71 disclosed stock trades from Hakeem S. Jeffries, filed under the STOCK Act. The portfolio compounds at 0.5% annualized — 0.2% above the S&P 500 benchmark over the same period, with a 70% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Hakeem S. Jeffries (D-NY) has disclosed 71 trades under the STOCK Act; portfolio CAGR of 0.5% (+0.2% vs. the S&P 500); top tickers traded: N/A, ETF, BLK.

Hakeem S. Jeffries's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: N/A, ETF, BLK. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 0.5% CAGR, +0.2% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Hakeem S. Jeffries's disclosed portfolio value & net worth

Hakeem S. Jeffries's disclosed stock portfolio is valued at approximately $16K across 2 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Hakeem S. Jeffries's total net worth, not a complete measure of it.