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Sara Jacobs

Sara Jacobs

DEM
House · CA
Data as of 7:49 AM UTC
CAGR
+6.7%
Trades
64
Win Rate
—
Sharpe
1.12
Beta
0.67
Max DD
(29.7%)
CAGR
+6.7%
Trades
64
Win Rate
—
Sharpe
1.12
Beta
0.67
Max DD
(29.7%)

Sara Jacobs 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
No trades filed

Sara Jacobs (D-CA) Stock Trades & Portfolio

Sara Jacobs is a United States Representative from CA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 64 disclosed stock trades from Sara Jacobs, filed under the STOCK Act. The portfolio compounds at 6.7% annualized — 1.7% below the S&P 500 benchmark over the same period, with a 52% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Sara Jacobs (D-CA) has disclosed 64 trades under the STOCK Act; portfolio CAGR of 6.7% (-1.7% vs. the S&P 500).

Sara Jacobs'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 are listed in the trade table below. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 6.7% CAGR, -1.7% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Sara Jacobs's disclosed portfolio value & net worth

Sara Jacobs's disclosed stock portfolio is valued at approximately $389K across 5 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 Sara Jacobs's total net worth, not a complete measure of it.