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:
8.77%
Gain -0.02%
Monthly
0.76%
Yearly
8.77%
Drawdown
7.49%
$162.95M
Equity
Holdings
$162.95M
Investment
$152.58M
$11.34M
Profit -$26,214.81
Realized
$974,374.7
Unrealized
$10.37M
Dividends
$1.94M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$26,214.81
Win %
57%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$26,214.81
Win %
57%
This Month
Compared to last month
Gain
1.73%
Profit
$2.77M
Win %
57%
This Year
Compared to last year
Gain
1.95%
Profit
$3.12M
Win %
55%
AMZN Amazon.com Inc
+15.32%
+$359,897.9 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$25,704.9 
GOOG Alphabet Inc
+6.88%
+$78,120.97 
GOOGL Alphabet Inc
+6.73%
+$207,150.93 
ZM Zoom Video Communications, Inc.
+4.06%
+$14,445 
TT Trane Technologies plc
+3.33%
+$22,239.74 
META Meta Platforms Inc Class A
+3.28%
+$52,297.41 
UHS Universal Health Services, Inc.
+3.15%
+$14,389.13 
MSFT Microsoft Corp.
+3.02%
+$115,838.01 
NVDA NVIDIA Corporation
+2.93%
+$110,345.89 
LYB LyondellBasell Industries N.V.
+2.71%
+$9,777.69 
CVX Chevron Corporation
+2.35%
+$16,737.56 
MMSI Merit Medical Systems, Inc.
+1.99%
+$10,858.07 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,110.65 
HWM Howmet Aerospace Inc.
+1.8%
+$14,053.59 
FLEX Flex Ltd.
+1.64%
+$6,011.28 
VZ Verizon Communications Inc.
+1.52%
+$4,450.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$13,436.16 
GE General Electric Company
+1.42%
+$12,388.89 
KLAC KLA Corporation
+1.38%
+$9,267.82 
AMAT Applied Materials, Inc.
+1.18%
+$8,832.33 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$2,766.02 
UDIV Franklin U.S. Core Dividend Tilt Index ETF
+0.91%
+$16,456.14 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$2,620.86 
WMB The Williams Companies, Inc.
+0.89%
+$1,814.4 
MGC Vanguard Mega Cap ETF
+0.87%
+$5,045.65 
IBM International Business Machines Corporation
+0.86%
+$2,395.11 
THC Tenet Healthcare Corporation
+0.81%
+$4,963.05 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$9,285.07 
SHLD Global X Defense Tech ETF
+0.77%
+$2,261.28 
TSLA Tesla, Inc.
+0.76%
+$4,243.24 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,251.17 
TRGP Targa Resources Corp.
+0.76%
+$6,112.33 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$6,276.93 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,782.16 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,448.29 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$3,996.07 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,358.64 
BUFG FT Vest Buffered Allocation Fund
+0.65%
+$2,738.28 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$2,065.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,523.87 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.58%
+$25,785.74 
MO Altria Group, Inc.
+0.57%
+$3,657.03 
APH Amphenol Corporation
+0.55%
+$5,146.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,163.1 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$22,626.22 
STX Seagate Technology Holdings plc
+0.52%
+$1,330.55 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+0.52%
+$3,420.38 
FAPR FT Vest U.S. Equity Buffer ETF
+0.51%
+$23,741.6 
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$27,023.56 
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$24,449.69 
PAYX Paychex Inc.
+0.44%
+$2,168.52 
GJUN FT Vest US Equity Moderate Fund
+0.39%
+$16,688.8 
AVGO Broadcom Inc.
+0.37%
+$9,767.52 
PG Procter & Gamble Co
+0.37%
+$2,347.9 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$745.86 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$713.88 
FFEB FT Vest US Equity Buffer ETF
+0.34%
+$14,944.23 
SECT Main Sector Rotation ETF
+0.34%
+$6,448.8 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$940.56 
MRK Merck & Co., Inc.
+0.32%
+$899.56 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,020.49 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$905.25 
JPM JPMorgan Chase & Co.
+0.27%
+$723.8 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$1,250.7 
JNJ Johnson & Johnson
+0.21%
+$653.49 
ESUM Eventide US Market ETF
+0.19%
+$604.48 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$719.22 
MS Morgan Stanley
+0.17%
+$827.28 
VEGA Advisorshares Star Global Buy-Write ETF
+0.15%
+$1,383.46 
VICI Vici Properties Inc.
+0.15%
+$365.64 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$4,082.95 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$512.64 
FTSL First Trust Senior Loan ETF
+0.11%
+$515.6 
BRIF FIS Bright Portfolios Focused Equity ETF
+0.1%
+$857.39 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$866.16 
WMT Walmart Inc.
+0.09%
+$762.62 
BAUG Innovator U.S. Equity Buffer ETF
+0.08%
+$184.81 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$377.04 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$159.92 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$55.76 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$297.65 
ICSH iShares Short Treasury Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 PMBS
PMBS
0%
$0 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$48,582.6 
AAPL Apple Inc.
-7.35%
-$408,895.52 
TROW T. Rowe Price Group, Inc.
-6.31%
-$31,181.73 
MU Micron Technology, Inc.
-5.9%
-$23,078.58 
EXEL Exelixis Inc.
-5.25%
-$24,275.59 
IBKR Interactive Brokers Group Inc.
-2.75%
-$21,677.94 
VRSK Verisk Analytics Inc.
-2.75%
-$20,889 
ABBV AbbVie Inc.
-2.51%
-$8,728.03 
NFLX Netflix, Inc.
-2%
-$6,606.5 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$5,602.92 
AMD Advanced Micro Devices, Inc.
-1.9%
-$19,736.68 
GIS General Mills, Inc.
-1.84%
-$4,012.63 
TOST Toast Inc.
-1.77%
-$8,756.84 
UTHR United Therapeutics Corporation
-1.54%
-$6,033.83 
IAU iShares Gold Trust
-1.46%
-$3,254.4 
RL Ralph Lauren Corporation
-1.44%
-$6,171.56 
TJX The TJX Companies, Inc.
-1.21%
-$2,889.58 
WRB W.R. Berkley Corporation
-1.15%
-$8,796.48 
MCK McKesson Corporation
-1.08%
-$8,257.53 
CTAS Cintas Corporation
-1.04%
-$9,907.87 
CHWY Chewy Inc.
-0.96%
-$4,005.98 
HALO Halozyme Therapeutics Inc.
-0.91%
-$4,693 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$2,158.75 
O Realty Income Corporation
-0.87%
-$2,744.56 
MA Mastercard Incorporated
-0.74%
-$5,988.26 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$2,380.62 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$3,806.75 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.69%
-$3,505.84 
AMGN Amgen Inc.
-0.64%
-$1,753.37 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$6,290.78 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$10,580.85 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$1,594.77 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$2,716.87 
LGOV First Trust Long Duration Opportunities ETF
-0.62%
-$3,872.18 
EME EMCOR Group, Inc.
-0.62%
-$4,890.61 
MSCI MSCI Inc.
-0.61%
-$3,829 
FYC First Trust Small Cap Growth Fund
-0.59%
-$2,101.6 
SCHF Schwab International Equity ETF
-0.58%
-$1,170.24 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,681.34 
BRIB FIS Bright Portfolios Core Bond ETF
-0.56%
-$2,525.46 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$1,290 
WAB Wabtec Corporation
-0.55%
-$4,416 
LLY Eli Lilly and Company
-0.53%
-$9,280.82 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,264.81 
SPG Simon Property Group, Inc.
-0.46%
-$1,719.49 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$2,572.78 
ELAN Elanco Animal Health Incorporated
-0.34%
-$1,544.4 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$8,588.23 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$2,761.38 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$21,203.4 
MTBA Simplify MBS ETF
-0.31%
-$1,668.9 
VTV Vanguard Value ETF
-0.27%
-$987.05 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,421.64 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,654.87 
BX Blackstone Inc.
-0.25%
-$590.09 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.24%
-$1,085.45 
COST Costco Wholesale Corporation
-0.24%
-$2,257.17 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$1,083.61 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,656.82 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$1,125.8 
SYSB iShares Systematic Bond ETF
-0.22%
-$681.91 
JBND JPMorgan Active Bond ETF
-0.21%
-$1,386.77 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$2,529.45 
PODD Insulet Corporation
-0.2%
-$893.59 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$2,071.17 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$2,739 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,395.42 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$7,201.35 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$788.7 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$1,465.17 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$2,199.72 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$369.92 
FEMB First Trust Emerging Markets Local Currency Bond ETF
-0.1%
-$485.07 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.1%
-$882.56 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$766.64 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$231.12 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.05%
-$241.59 
HYLS FT Tactical High Yield ETF
-0.05%
-$450.58 
V Visa Inc. Class A
-0.04%
-$600.98 
UBER Uber Technologies, Inc.
-0.01%
-$38.89 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$27.13 Events
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Dividends
Dividend Analysis
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| Trades 624 | Longs Won 337/624 54% | Profit Factor 2.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $99,954.57 |
| Average Win $52,276.28 | Best Trade (Aug 17) $1.16M | Sharpe Ratio -10.16 |
| Average Loss -$21,866.19 | Worst Trade (Sep 01) -$469,939.1 | Z-Score 1.33 (81.68%) |
| Commissions $0 | Avg. Trade Length 5m 3w 2d | Expectancy $18,174.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,463 | 6,716 | 5,970 | 5,224 | 4,478 | 3,731 | 2,985 | 2,239 | 1,493 | 746 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,676 | $4.25M | $5.15M | - | $897,682.5 | 21.1% | -7.354% |
| ABBV AbbVie Inc. | 1,349 | $316,029.79 | $338,518.06 | - | $22,488.27 | 7.12% | -2.513% |
| AMAT Applied Materials, Inc. | 1,497 | $306,496.02 | $759,982 | - | $453,485.98 | 147.96% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,136 | $669,168.55 | $1.02M | - | $347,887.83 | 51.99% | -1.904% |
| AMGN Amgen Inc. | 707 | $256,019 | $272,308.12 | - | $16,289.12 | 6.36% | -0.64% |
| AMZN Amazon.com Inc | 9,975 | $2.25M | $2.71M | - | $462,381.65 | 20.58% | +15.321% |
| APH Amphenol Corporation | 11,696 | $790,298.72 | $939,773.6 | - | $149,474.88 | 18.91% | +0.551% |
| APP AppLovin Corporation Class A Common Stock | 703 | $469,233.67 | $278,317.69 | - | -$190,915.98 | -40.69% | -1.973% |
| AVEM Avantis Emerging Markets Equity ETF | 9,624 | $726,495.26 | $861,444.24 | - | $134,948.98 | 18.58% | +0.101% |
| AVGO Broadcom Inc. | 6,783 | $2.24M | $2.64M | - | $399,509.18 | 17.83% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,998 | $441,659.52 | $500,869.44 | - | $59,209.92 | 13.41% | +0.032% |
| BAI iShares A.I. Innovation and Tech Active ETF | 7,943 | $270,302.69 | $328,363.62 | - | $58,060.93 | 21.48% | +0.633% |
| BAUG Innovator U.S. Equity Buffer ETF | 4,107 | $201,205 | $222,681.54 | - | $21,476.54 | 10.67% | +0.083% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 6,471 | $780,790.66 | $870,996.66 | - | $90,206 | 11.55% | +0.726% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 18,260 | $1.43M | $1.38M | - | -$46,114.03 | -3.23% | -0.198% |
| BND Vanguard Total Bond Market Index Fund | 13,973 | $1.04M | $1.01M | - | -$28,046.8 | -2.7% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 15,062 | $744,007.8 | $719,511.74 | - | -$24,496.06 | -3.29% | -0.23% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 70,678 | $6.59M | $6.4M | - | -$196,955.56 | -2.99% | -0.33% |
| BRIB FIS Bright Portfolios Core Bond ETF | 18,039 | $451,424.38 | $446,104.47 | - | -$5,319.91 | -1.18% | -0.563% |
| BRIF FIS Bright Portfolios Focused Equity ETF | 22,563 | $676,439.02 | $826,663.19 | - | $150,224.17 | 22.21% | +0.104% |
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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 - $796,846.63, Micron Technology, Inc - $336,056.34, FT Vest U.S. Equity Buffer ETF - $335,299.17, PIMCO Active Bond Exchange-Traded Fund - $289,970.24, and Flex Ltd - $220,924.51. 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 $1.94M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $289,970.24, PIMCO Multisector Bond Active ETF - $182,315.91, Vanguard Intermediate-Term Corporate Bond Fund - $66,643.93, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $55,527.03, and First Trust Core Investment Grade ETF - $55,435.75. 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.
