KMA
Kristy Michelle Afraimi Portfolio
Invests via BAM Wealth Management LLC | Managed by Kristy Michelle Afraimi
Invests via BAM Wealth Management LLC
Managed by Kristy Michelle Afraimi
Automatically Tracked
Growth-stage operator and early-stage investor with experience building go-to-market and product teams; Kristy Michelle Afraimi blends operating leadership with angel investing and board roles. Focused on consumer internet, fintech and SaaS, she sources and mentors startups, leads fundraising and strategic partnerships, and advises on unit economics and scaling. Market-facing profile emphasizes founder support, diligence-led allocation to seed and Series A rounds, and active portfolio engagement to drive exits and revenue expansion.
Growth-stage operator and early-stage investor with experience building go-to-market and product teams; Kristy Michelle Afraimi blends operating leadership with angel investing and board roles. Focused on consumer internet, fintech and SaaS, she sources and mentors startups, leads fundraising and strategic partnerships, and advises on unit economics and scaling. Market-facing profile emphasizes founder support, diligence-led allocation to seed and Series A rounds, and active portfolio engagement to drive exits and revenue expansion.
Investment Philosophy & Strategy
Blends operator-first investing with hands-on venture support, prioritizing seed and Series A stakes in consumer internet, fintech and SaaS. Employs diligence-driven sourcing and unit-economics underwriting, favoring capital-efficient growth models and clear monetization paths. Allocates concentrated, active bets with 3–7 year exit horizon, using board roles and GTM playbooks to de-risk outcomes. Risk discipline emphasizes milestone‑based follow-ons, founder alignment, and measurable traction; competitive edge is rapid operational scaling and partnership-led distribution.
Blends operator-first investing with hands-on venture support, prioritizing seed and Series A stakes in consumer internet, fintech and SaaS. Employs diligence-driven sourcing and unit-economics underwriting, favoring capital-efficient growth models and clear monetization paths. Allocates concentrated, active bets with 3–7 year exit horizon, using board roles and GTM playbooks to de-risk outcomes. Risk discipline emphasizes milestone‑based follow-ons, founder alignment, and measurable traction; competitive edge is rapid operational scaling and partnership-led distribution.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
8.93%
Gain +0.53%
Monthly
0.69%
Yearly
8.57%
Drawdown
7.49%
$163.16M
Equity
Holdings
$163.16M
Investment
$152.58M
$11.56M
Profit +$726,913.33
Realized
$974,725.39
Unrealized
$10.58M
Dividends
$2.27M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.53%
Profit
$726,913.33
Win %
53%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$364,344.46
Win %
53%
This Month
Compared to last month
Gain
1.33%
Profit
$2.14M
Win %
53%
This Year
Compared to last year
Gain
2.09%
Profit
$3.33M
Win %
53%
TOST Toast Inc.
+7.94%
+$35,782.26 
APP AppLovin Corporation Class A Common Stock
+6.52%
+$12,021.31 
ELAN Elanco Animal Health Incorporated
+4.39%
+$16,988.4 
ZM Zoom Video Communications, Inc.
+4.28%
+$15,562.08 
RL Ralph Lauren Corporation
+4.21%
+$17,506.41 
HALO Halozyme Therapeutics Inc.
+4.01%
+$28,960.75 
VRSK Verisk Analytics Inc.
+3.74%
+$25,636.5 
PODD Insulet Corporation
+3.61%
+$13,106.72 
LLY Eli Lilly and Company
+3.55%
+$64,905.16 
EXEL Exelixis Inc.
+3.02%
+$15,192.88 
NFLX Netflix, Inc.
+2.89%
+$9,231 
UBER Uber Technologies, Inc.
+2.86%
+$7,700.22 
MMSI Merit Medical Systems, Inc.
+2.77%
+$15,763.81 
IBM International Business Machines Corporation
+2.74%
+$7,824.96 
MSCI MSCI Inc.
+2.6%
+$15,939.61 
LYB LyondellBasell Industries N.V.
+2.45%
+$8,943 
GIS General Mills, Inc.
+2.4%
+$4,611.53 
SPG Simon Property Group, Inc.
+2.36%
+$7,536.83 
CHWY Chewy Inc.
+2.3%
+$8,740.32 
VICI Vici Properties Inc.
+2.27%
+$4,753.32 
MCK McKesson Corporation
+2.26%
+$19,554.03 
IBKR Interactive Brokers Group Inc.
+2.25%
+$16,454.33 
MA Mastercard Incorporated
+2.17%
+$18,429.73 
V Visa Inc. Class A
+2.13%
+$35,717.76 
CTAS Cintas Corporation
+2.12%
+$20,320.4 
MU Micron Technology, Inc.
+1.87%
+$7,648.17 
AMGN Amgen Inc.
+1.86%
+$5,599.44 
IAU iShares Gold Trust
+1.82%
+$4,032 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+1.8%
+$10,801.2 
TROW T. Rowe Price Group, Inc.
+1.76%
+$7,246.75 
FYC First Trust Small Cap Growth Fund
+1.74%
+$5,742.4 
SHLD Global X Defense Tech ETF
+1.62%
+$4,569.67 
GE General Electric Company
+1.62%
+$12,265.74 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+1.53%
+$12,188.16 
WMT Walmart Inc.
+1.47%
+$13,040.46 
RWK Invesco S&P Midcap 400 Revenue ETF
+1.45%
+$6,910.52 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.39%
+$46,545.63 
VGLT Vanguard Long-Term Treasury Fund
+1.3%
+$5,433.78 
THC Tenet Healthcare Corporation
+1.3%
+$8,546.13 
XMHQ Invesco S&P MidCap Quality ETF
+1.28%
+$6,086.74 
TJX The TJX Companies, Inc.
+1.23%
+$2,633.75 
LGOV First Trust Long Duration Opportunities ETF
+1.16%
+$6,850.78 
TLH iShares 10-20 Year Treasury Bond ETF
+1.15%
+$3,270.98 
MSFT Microsoft Corp.
+1.08%
+$48,903.75 
AVUV Avantis U.S. Small Cap Value ETF
+1.05%
+$4,997.5 
HWM Howmet Aerospace Inc.
+0.99%
+$6,095.52 
MO Altria Group, Inc.
+0.97%
+$6,657.67 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.95%
+$2,316.93 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.94%
+$11,242 
EFV iShares MSCI EAFE Value ETF
+0.92%
+$3,792.24 
CWB SPDR Bloomberg Convertible Securities ETF
+0.92%
+$1,745.03 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.9%
+$2,867.57 
VTV Vanguard Value ETF
+0.83%
+$3,061.59 
UHS Universal Health Services, Inc.
+0.79%
+$4,107.18 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$12,596.25 
QUS SPDR MSCI USA StrategicFactors ETF
+0.78%
+$2,298.26 
DFAI Dimensional International Core Equity Market ETF
+0.78%
+$7,455.68 
NBIX Neurocrine Biosciences Inc.
+0.77%
+$2,701.92 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.72%
+$10,715.4 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.71%
+$43,820.36 
O Realty Income Corporation
+0.69%
+$1,862.38 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$4,961.6 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.66%
+$6,590.74 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.64%
+$8,582.2 
IVLU iShares MSCI International Value Factor ETF
+0.64%
+$1,451.25 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.63%
+$3,791.48 
SYSB iShares Systematic Bond ETF
+0.62%
+$1,866.28 
JBND JPMorgan Active Bond ETF
+0.6%
+$3,908.17 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$8,615.57 
ESUM Eventide US Market ETF
+0.59%
+$1,866.58 
FPE First Trust Preferred Securities and Income ETF
+0.59%
+$2,563.2 
ABBV AbbVie Inc.
+0.59%
+$2,225.84 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$5,728.93 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$1,840.02 
JCPB JPMorgan Core Plus Bond ETF
+0.54%
+$2,364.22 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.53%
+$4,633.44 
IUSB iShares Core Universal USD Bond ETF
+0.52%
+$2,589.34 
GOVT iShares U.S. Treasury Bond ETF
+0.5%
+$2,606.32 
MPWR Monolithic Power Systems, Inc.
+0.49%
+$1,425.05 
SCHF Schwab International Equity ETF
+0.48%
+$950.82 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.47%
+$2,129.49 
GOOGL Alphabet Inc
+0.45%
+$14,566.02 
FTCB First Trust Core Investment Grade ETF
+0.45%
+$11,042.01 
WAB Wabtec Corporation
+0.44%
+$3,505.23 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.43%
+$3,767.58 
MTBA Simplify MBS ETF
+0.42%
+$2,225.2 
IEI iShares 3-7 Year Treasury Bond ETF
+0.41%
+$1,086.63 
BRIB FIS Bright Portfolios Core Bond ETF
+0.41%
+$1,802.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$1,717.11 
PYLD PIMCO Multisector Bond Active ETF
+0.39%
+$14,402.7 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.38%
+$1,682.55 
GOOG Alphabet Inc
+0.37%
+$4,285.26 
VEGA Advisorshares Star Global Buy-Write ETF
+0.36%
+$3,235.52 
PG Procter & Gamble Co
+0.35%
+$2,436.51 
QUAL iShares MSCI USA Quality Factor ETF
+0.35%
+$1,420.42 
BNDX Vanguard Total International Bond ETF
+0.34%
+$2,409.92 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.34%
+$1,885.2 
MS Morgan Stanley
+0.33%
+$1,355.84 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.32%
+$724.88 
UDIV Franklin U.S. Core Dividend Tilt Index ETF
+0.32%
+$5,928.47 
BAUG Innovator U.S. Equity Buffer ETF
+0.31%
+$714.21 
HYLS FT Tactical High Yield ETF
+0.3%
+$2,703.48 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.29%
+$2,588.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$1,760.98 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$1,140.98 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.28%
+$12,560.07 
VOO Vanguard S&P 500 ETF
+0.28%
+$596 
CORO Ishares International Country Rotational Active ETF
+0.28%
+$1,522.7 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.28%
+$12,693.21 
FJUN FT Vest US Equity Buffer ETF - June
+0.28%
+$15,730.84 
UTHR United Therapeutics Corporation
+0.27%
+$1,101.13 
AMZN Amazon.com Inc
+0.27%
+$6,782.9 
FEMB First Trust Emerging Markets Local Currency Bond ETF
+0.24%
+$1,131.83 
SECT Main Sector Rotation ETF
+0.24%
+$4,567.9 
FAPR FT Vest U.S. Equity Buffer ETF
+0.23%
+$11,327.56 
WRB W.R. Berkley Corporation
+0.23%
+$1,780.24 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.22%
+$966.36 
FMAY FT Vest U.S. Equity Buffer ETF
+0.21%
+$12,010.56 
GJUN FT Vest US Equity Moderate Fund
+0.19%
+$8,344.4 
BUFG FT Vest Buffered Allocation Fund
+0.18%
+$795.54 
FFEB FT Vest US Equity Buffer ETF
+0.16%
+$7,258.7 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$325.44 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.15%
+$479.25 
MGC Vanguard Mega Cap ETF
+0.14%
+$855.2 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.14%
+$462.24 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.1%
+$434.2 
LMBS First Trust Low Duration Opportunities ETF
+0.09%
+$862.47 
JPM JPMorgan Chase & Co.
+0.07%
+$192.5 
BRIF FIS Bright Portfolios Focused Equity ETF
+0.07%
+$600.18 
FTSL First Trust Senior Loan ETF
+0.07%
+$309.36 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$145.58 
ICSH iShares Short Treasury Bond ETF
+0.05%
+$463.07 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.01%
+$175.19 
BX Blackstone Inc.
0%
$0 
PAYX Paychex Inc.
0%
$0 
WMB The Williams Companies, Inc.
-4.92%
-$10,310.4 
AMAT Applied Materials, Inc.
-3.72%
-$24,880.13 
STX Seagate Technology Holdings plc
-3.19%
-$6,796.27 
TT Trane Technologies plc
-2.96%
-$21,117.9 
TRGP Targa Resources Corp.
-2.87%
-$25,171.99 
KLAC KLA Corporation
-2.43%
-$16,190.66 
FLEX Flex Ltd.
-1.84%
-$6,043.95 
NVDA NVIDIA Corporation
-1.84%
-$78,652.75 
EME EMCOR Group, Inc.
-1.67%
-$12,295.77 
BAI iShares A.I. Innovation and Tech Active ETF
-1.54%
-$5,401.24 
AMD Advanced Micro Devices, Inc.
-1.5%
-$18,348.28 
MRK Merck & Co., Inc.
-1.48%
-$4,782.92 
APH Amphenol Corporation
-1.45%
-$28,070.4 
TSLA Tesla, Inc.
-1.29%
-$8,486.54 
PANW Palo Alto Networks, Inc.
-1.27%
-$3,963.88 
CVX Chevron Corporation
-1.23%
-$10,072.12 
SPMO Invesco S&P 500 Momentum ETF
-0.69%
-$2,489.02 
AVEM Avantis Emerging Markets Equity ETF
-0.68%
-$5,966.88 PMBS
PMBS
-0.56%
-$8,796.02 
AVGO Broadcom Inc.
-0.56%
-$13,023.43 
COST Costco Wholesale Corporation
-0.41%
-$3,950.09 
AAPL Apple Inc.
-0.28%
-$16,008.96 
JNJ Johnson & Johnson
-0.25%
-$776.79 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.19%
-$431.75 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$290.7 
META Meta Platforms Inc Class A
-0.11%
-$2,425.65 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.11%
-$1,049.7 
BRK-B Berkshire Hathaway Inc.
-0.06%
-$116.29 
VZ Verizon Communications Inc.
-0.04%
-$127.16 
IWF iShares Russell 1000 Growth ETF
-0.02%
-$109.59 
THRO iShares U.S. Thematic Rotation Active ETF
-0.02%
-$68.97 Events
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Dividends
Dividend Analysis
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| Trades 624 | Longs Won 326/624 52% | Profit Factor 2.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $111,401.21 |
| Average Win $56,541.48 | Best Trade (Oct 16) $1.42M | Sharpe Ratio -84.76 |
| Average Loss -$23,071.01 | Worst Trade (Oct 16) -$473,623.84 | Z-Score -0.23 (18.24%) |
| Commissions $0 | Avg. Trade Length 6m 2w 4d | Expectancy $18,521.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,092 | 6,383 | 5,674 | 4,965 | 4,255 | 3,546 | 2,837 | 2,128 | 1,418 | 709 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,676 | $4.25M | $5.7M | - | $1.45M | 34.08% | -0.28% |
| ABBV AbbVie Inc. | 1,349 | $316,029.79 | $382,306.59 | - | $66,276.8 | 20.97% | +0.586% |
| AMAT Applied Materials, Inc. | 1,497 | $306,496.02 | $643,724.98 | - | $337,228.96 | 110.03% | -3.721% |
| AMD Advanced Micro Devices, Inc. | 2,136 | $669,168.55 | $1.2M | - | $531,754.69 | 79.46% | -1.505% |
| AMGN Amgen Inc. | 707 | $256,019 | $306,859.21 | - | $50,840.21 | 19.86% | +1.859% |
| AMZN Amazon.com Inc | 9,975 | $2.25M | $2.54M | - | $294,602.15 | 13.11% | +0.268% |
| APH Amphenol Corporation | 23,392 | $790,298.72 | $1.91M | - | $1.12M | 141.2% | -1.451% |
| APP AppLovin Corporation Class A Common Stock | 703 | $469,233.67 | $196,340.88 | - | -$272,892.79 | -58.16% | +6.522% |
| AVEM Avantis Emerging Markets Equity ETF | 9,624 | $726,495.26 | $870,009.6 | - | $143,514.34 | 19.75% | -0.681% |
| AVGO Broadcom Inc. | 6,783 | $2.24M | $2.34M | - | $94,613.26 | 4.22% | -0.555% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,998 | $441,659.52 | $481,519.12 | - | $39,859.6 | 9.02% | +1.049% |
| BAI iShares A.I. Innovation and Tech Active ETF | 7,943 | $270,302.69 | $344,170.19 | - | $73,867.5 | 27.33% | -1.545% |
| BAUG Innovator U.S. Equity Buffer ETF | 4,107 | $201,205 | $228,858.06 | - | $27,653.06 | 13.74% | +0.313% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 6,471 | $780,790.66 | $900,957.33 | - | $120,166.67 | 15.39% | +0.288% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 18,260 | $1.43M | $1.34M | - | -$82,634.03 | -5.8% | +0.643% |
| BND Vanguard Total Bond Market Index Fund | 13,973 | $1.04M | $989,428.13 | - | -$47,888.46 | -4.62% | +0.582% |
| BNDX Vanguard Total International Bond ETF | 15,062 | $744,007.8 | $711,077.02 | - | -$32,930.78 | -4.43% | +0.34% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 70,678 | $6.59M | $6.21M | - | -$380,011.58 | -5.76% | +0.71% |
| BRIB FIS Bright Portfolios Core Bond ETF | 18,039 | $451,424.38 | $439,069.26 | - | -$12,355.12 | -2.74% | +0.412% |
| BRIF FIS Bright Portfolios Focused Equity ETF | 22,563 | $676,439.02 | $849,997.85 | - | $173,558.83 | 25.66% | +0.071% |
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FAQ
Which stocks have generated the highest profits for Kristy Michelle Afraimi?
The largest contributions to the portfolio's profits come from the following stocks: Applied Materials, Inc - $797,640.04, Micron Technology, Inc - $336,123.39, FT Vest U.S. Equity Buffer ETF - $335,299.17, PIMCO Active Bond Exchange-Traded Fund - $318,241.44, and PIMCO Multisector Bond Active ETF - $222,643.47. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Intuit Inc - $459,176.16, Hims & Hers Health, Inc - $255,854.87, Accenture plc Class A - $201,263.13, FT Vest U.S. Equity Buffer ETF - $136,895.6, and FT Vest US Equity Buffer ETF - $135,551.17. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kristy Michelle Afraimi's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.27M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $318,241.44, PIMCO Multisector Bond Active ETF - $222,643.47, Vanguard Intermediate-Term Corporate Bond Fund - $79,110.84, First Trust Core Investment Grade ETF - $64,944.15, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $60,738.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kristy Michelle Afraimi's monthly returns?
Kristy Michelle Afraimi's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kristy Michelle Afraimi's strategy be considered aggressive or moderate?
Kristy Michelle Afraimi's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Kristy Michelle Afraimi's strategy?
Kristy Michelle Afraimi's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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