Set It and Forget It Growth Fund

Live

Last refresh 5 Oct 2026, 22:46:02 UTC · Data as of Oct 2, 2026 · Launch 2026-03-11 · 205 days live

HTMLMarkdownJSONCompare this recordAutopilot client composite since launch

Official published record. Risk band HIGH. Maturity EARLY. Published fields, not a suitability rating.

About this Portfolio

The Set it and Forget it Growth Fund is a simple, growth approach designed specifically for the average investor who wants easy exposure to the top trending stocks and industries driving the AI boom, while trusting in long-term appreciation over time. It centers on AI and its key enablers: chips, cloud, software, energy infrastructure for data centers, and defense.

Marketplace Portfolio description, reproduced for identification and context. It is not a recommendation. Performance figures on this page come from the published live composite.

About Patrick Figueroa

My goal is to help users consistently outperform the S&P 500 by systematically capturing enduring market trends and structural pillars, such as AI/tech diffusion, energy and power infrastructure, defense, and resilient sectors. Our team delivers this with trend-focused expertise, core broad-market exposure, and regular rebalancing to ride winners. We focus on long-term compounding over short-term noise for differentiated, evidence-based results.

Marketplace Pilot bio reproduced from the Autopilot app. Marketplace identity only. It does not change the legal management classification shown above.

These pages are for research purposes only, for humans and for agents. This is data, not a recommendation, not a ranking, and not investment advice.

n/a
gross n/a
n/a

Sharpe is annualised from 206 daily observations over 205 days. Ratios from short samples are unstable and should not be compared to ratios from multi-year histories.

n/a
-32.7%
45.9%
Days live
205
AUM
$157.2k

Performance disclaimer

The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios. Performance figures are shown before Pilot subscription amounts. Autopilot does not charge an advisory fee.

"Autopilot" refers to Autopilot Holdings Corp and Autopilot Advisers, LLC, an SEC-registered investment adviser. Investing carries risk-including possible loss of principal-and past performance is not indicative of future results. Figures current as of 10/02/26. Performance shown reflects the period from 9/25/26 - 10/02/26. Set It and Forget It Growth Fund: past week +2.5%; since inception (3/11/26) +55.4%. No Autopilot advisory fee is deducted; representative client-account sample (all accounts if fewer than 10 clients). Not a recommendation. View important info at joinautopilot.com/disclaimer.

Primary periods

Net is the default display. Period end is data as-of 2026-10-02.
PeriodNetGross
1 year: n/a — launched 2026-03-11n/an/a
5 year: n/a — launched 2026-03-11n/an/a
10 year: n/a — launched 2026-03-11n/an/a
Since Autopilot inception (2026-03-11)55.4%55.4%

No benchmark comparison is published for this Portfolio.

Based on all time performance. Past performance doesn't guarantee future results.

Risk

n/a
CAGR gross
n/a
45.9%
n/a
41.3%
-24.1%
n/a

Equity curve

Downsampled published curve, not the daily-return tape. 151 points from 206 daily observations. Official max drawdown is the daily-series field, not this chart.

Equity curve data table (151 points)
Downsampled equity curve (cumulative return from Autopilot launch). Official max drawdown is the daily-series field, not this table.
DateCumulative return
2026-03-110
2026-03-12-0.02527
2026-03-13-0.03057
2026-03-15-0.03059
2026-03-16-0.01292
2026-03-17-0.00891
2026-03-19-0.01521
2026-03-20-0.04753
2026-03-21-0.04754
2026-03-23-0.03406
2026-03-24-0.04409
2026-03-26-0.08595
2026-03-27-0.09203
2026-03-28-0.09204
2026-03-30-0.12678
2026-03-31-0.07633
2026-04-01-0.05383
2026-04-03-0.04523
2026-04-04-0.04524
2026-04-06-0.03432
2026-04-07-0.02333
2026-04-080.02854
2026-04-100.06664
2026-04-110.06663
2026-04-120.06662
2026-04-140.12664
2026-04-150.12879
2026-04-170.13336
2026-04-180.13335
2026-04-190.13334
2026-04-210.12141
2026-04-220.15783
2026-04-230.15101
2026-04-250.18137
2026-04-260.18136
2026-04-280.14298
2026-04-290.16004
2026-04-300.18903
2026-05-020.21223
2026-05-030.21222
2026-05-040.23291
2026-05-060.32931
2026-05-070.28791
2026-05-090.34633
2026-05-100.34632
2026-05-110.38728
2026-05-130.39951
2026-05-140.41887
2026-05-150.36886
2026-05-170.36884
2026-05-180.30393
2026-05-200.33525
2026-05-210.38695
2026-05-220.38407
2026-05-240.38405
2026-05-250.38404
2026-05-260.45955
2026-05-280.46567
2026-05-290.46473
2026-05-310.46472
2026-06-010.508
2026-06-020.55065
2026-06-040.51772
2026-06-050.38045
2026-06-060.38044
2026-06-080.42927
2026-06-090.40861
2026-06-110.45837
2026-06-120.4922
2026-06-130.49219
2026-06-150.57378
2026-06-160.52109
2026-06-170.54185
2026-06-190.63085
2026-06-200.63084
2026-06-220.69499
2026-06-230.55333
2026-06-240.54532
2026-06-260.54174
2026-06-270.54173
2026-06-280.54172
2026-06-300.66989
2026-07-010.55245
2026-07-020.45943
2026-07-040.45941
2026-07-050.4594
2026-07-070.40939
2026-07-080.43099
2026-07-090.4865
2026-07-110.48795
2026-07-120.48794
2026-07-130.41677
2026-07-150.41192
2026-07-160.32912
2026-07-180.31193
2026-07-190.31192
2026-07-200.31914
2026-07-220.41921
2026-07-230.42864
2026-07-240.34789
2026-07-260.34787
2026-07-270.31511
2026-07-290.141
2026-07-300.26509
2026-07-310.26667
2026-08-020.26665
2026-08-030.30264
2026-08-040.39602
2026-08-060.35577
2026-08-070.37845
2026-08-090.37843
2026-08-100.36212
2026-08-110.38105
2026-08-130.4781
2026-08-140.50521
2026-08-150.5052
2026-08-170.54046
2026-08-180.42959
2026-08-200.39537
2026-08-210.38505
2026-08-220.38504
2026-08-240.33038
2026-08-250.35446
2026-08-260.36189
2026-08-280.33724
2026-08-290.33723
2026-08-310.33906
2026-09-010.30814
2026-09-020.31217
2026-09-040.39357
2026-09-050.39356
2026-09-060.39355
2026-09-080.42729
2026-09-090.43378
2026-09-110.40021
2026-09-120.4002
2026-09-130.40019
2026-09-150.30985
2026-09-160.33205
2026-09-170.38379
2026-09-190.41962
2026-09-200.41961
2026-09-220.51128
2026-09-230.49108
2026-09-240.49062
2026-09-260.51541
2026-09-270.5154
2026-09-280.47591
2026-09-300.50559
2026-10-010.54036
2026-10-020.55386

Holdings

Holdings shown are the largest 5 positions by current weight as of 2026-10-05T22:46:02.656034Z. This is not a list of best-performing positions. Holdings change over time. This is not the complete holdings book; concentration figures are calculated on the positions shown and are labeled partial.

Largest N by current weight. Not a list of best-performing positions.
TickerCompanyWeight
MUMicron Technology, Inc.33.3%
AMDAdvanced Micro Devices19.1%
SKHYSK hynix Inc. American Depositary Shares17.4%
TSMTaiwan Semiconductor Manufacturing Company Ltd.16.9%
SNDKSandisk Corporation Common Stock13.3%

Concentration partial. HHI n/a.

Fees

Current subscription

Current Patrick Figueroa's Team - Full Access plans for this Pilot. Same price for every Portfolio under this Pilot. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. 5:00 AM America/New_York snapshot, held until the next rebuild. Not part of the published fact-sheet record used for net returns.
PlanAmountBilled
Quarterly$50.00every 3 months
Yearly$180.00every year

The current subscription for this Pilot, Patrick Figueroa, is $180.00 per year as of 2026-10-05. Autopilot does not charge an advisory fee on top of that subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures. Account minimum omitted (unconfirmed_omitted).

Record notes

Autopilot client composite since launch means the time-weighted return of actual Autopilot client accounts that follow this Portfolio, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow the strategy, the composite is the 10 oldest follower accounts, equal-weighted. If fewer than 10 clients are invested, the data represents all clients following this strategy.

All figures are as of 2026-10-02.

Published returns do not deduct an Autopilot advisory fee. Autopilot does not charge an advisory fee or an AUM fee. Pilot subscriptions are not deducted from these figures. Broker-dealer transaction costs, fund expenses, and taxes are not deducted either.

Sharpe ratio, risk-free rate assumed 0%. Sortino uses the same zero risk-free-rate assumption.

This Portfolio is created and managed by Autopilot Advisers, LLC as part of our advisory services, which are general and impersonal in nature and are not personalized advice. Set It and Forget It Growth does not manage this Portfolio and has no relationship with Autopilot or its clients. Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios. Autopilot may terminate this Portfolio at any time.

205 days live; 55.4% observed-period return; short-history metrics are not comparable to mature strategies

Official max drawdown is the published daily-series field. It is not read from the downsampled sparkline. Worst month and recovery are withheld when that curve does not reproduce the official drawdown.

1-year, 5-year, and 10-year at equal prominence. Missing long windows are labeled n/a with the Autopilot launch date. Since Autopilot inception fills the comparison. Gross and net use the same window. Past week, YTD, 1-month, and 3-month are supplemental. The 7-day window in the performance disclaimer describes the past-week figure. Sharpe, CAGR, and the official series remain Autopilot launch through as-of.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. They are not deducted from the published return figures. Broker-dealer transaction fees, wire fees, margin costs, and fund expense ratios are charged by your broker-dealer. See Form ADV Part 2A and Form CRS. Specific terms are in the Investment Advisory Agreement.

When at least 10 clients follow the strategy: time-weighted return composite of the 10 oldest follower accounts, equal-weighted across accounts. If fewer than 10 clients are invested, the aggregate of all clients following the strategy is used. Money-weighted returns are rejected. This is not a single-account track record and not a backtest.

Accounts in composite: 10. The 10-oldest-follower cohort selects accounts that did not churn; n=10 is a small-sample estimator with real noise. Per-follower breakdown is not exposed.

Rebalance: not disclosed. Rebalance cadence is not independently structured.

Supplemental periods

Supplemental. Not larger than the primary row.
PeriodNetGross
past week2.5%2.5%
ytdn/an/a
three month6.4%6.4%
one month18.4%18.4%

Published values

Same decimals as JSON / Markdown
FieldValueStatus
sharpen/ainsufficient_history (insufficient_history_annualised_ratio)
sortinon/ainsufficient_history (insufficient_history_annualised_ratio)
one_year_netn/an/a (launched_after_period_start)
one_year_grossn/an/a (launched_after_period_start)
one_week_net0.02535ok
one_week_gross0.02535ok
all_time_net0.553862ok
all_time_gross0.553862ok
cagr_netn/ainsufficient_history (INSUFFICIENT_HISTORY)
cagr_grossn/ainsufficient_history (INSUFFICIENT_HISTORY)
max_drawdown-0.327317ok
ann_vol0.459363ok

Important disclosures

Material risks

Investing in this strategy can result in loss of principal. Returns are volatile and drawdowns can be larger than the published maximum. Holdings may be concentrated in a small number of names or sectors. Liquidity, turnover, taxes, and trade timing can cause an individual account to differ from the published composite. Creator dependence and disclosure or reporting lag apply to Portfolios inspired by publicly disclosed trading activity. The composite uses a small sample (n=10 when at least 10 clients follow; all clients when fewer). Options, margin, or leverage, if present in underlying holdings, increase risk. Past performance does not guarantee future results.

This site publishes performance data about Portfolios available on Autopilot. It does not rank, recommend, or select Portfolios for any person, and it does not assess whether any Portfolio is suitable for you. Suitability is assessed only inside the Autopilot app, based on your Client Questionnaire responses.

Any investment advice, strategies, or recommendations are provided solely by Autopilot Advisers through the Autopilot app. Autopilot Holdings does not provide investment advice and is not responsible for the accuracy, completeness, or timeliness of any investment advice given by Autopilot Advisers.

Legal, conflict, and limitation disclosures

The information provided on this website and through the Autopilot app is for informational purposes only. Autopilot Holdings Corporation ("Autopilot Holdings") is not an investment adviser and does not provide investment advice. Any investment advice is generated and managed by Autopilot Advisers, LLC ("Autopilot Advisers"; together with Autopilot Holdings, "Autopilot"), which is an investment adviser registered with the Securities and Exchange Commission (SEC). This Fact Sheets site publishes live-composite performance data. It is not investment advice.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

Investing in securities involves significant risk, including the risk of loss of principal. Past performance does not guarantee future results, and there can be no assurance that any investment strategy or security will meet its objectives or achieve any specific financial outcome. You should only invest risk capital that you can afford to lose without impacting your financial stability. Carefully consider your individual financial situation, investment goals, and risk tolerance before making any investment decisions.

You should consult with a qualified financial advisor, attorney, or tax professional regarding your personal financial situation, investment objectives, and any potential legal or tax implications before making any investment decisions. Autopilot does not provide legal or tax advice.

Autopilot, its affiliates, and employees disclaim any and all liability for any losses or damages arising from actions taken or reliance placed on the information provided on this website or through the Autopilot app. This includes, but is not limited to, losses related to the purchase or sale of securities or other financial instruments, changes in market conditions, or any other investment outcomes.

No representation is made that any investment strategy, security, or financial product discussed on this website or through the Autopilot app will be profitable or suitable for any particular individual. The content provided is based on sources believed to be reliable but is not guaranteed to be accurate, complete, or timely.

Autopilot may have affiliations with other financial institutions or services, which may affect the content presented or recommendations provided by Autopilot Advisers. Please review Autopilot Advisers' Form ADV Part 2A for detailed information about their services, fees, and potential conflicts of interest. For more information about Autopilot Advisers, view the SEC registration documents on IAPD.

Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.

Client account holdings are designed to track the Portfolio you've selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot's control.

The calculation and presentation of performance results on this page have not been approved or reviewed by the SEC.

Inside the Autopilot app, Autopilot Advisers provides limited investment advisory services focused on Portfolio selection and suitability assessment. Those services are not intended to replace comprehensive financial planning. This Fact Sheets site does not select Portfolios or assess suitability. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

Set It and Forget It Growth uses an AI tool as part of their own stock-selection process for this Portfolio. The AI tool does not advise clients, select investments for clients, or place trades. Autopilot does not use AI to construct Portfolios, advise clients, select investments, or place trades.

Autopilot Holdings Corp. ("Autopilot") has a referral arrangement with Public Holdings, Inc. ("Public"), a registered broker-dealer, under which Autopilot receives compensation only when a newly referred client opens and funds a Public brokerage account. Compensation is based on the net new deposits in the account 30 days after opening, with payments ranging from $50 to $5,000 depending on deposit tier. This creates a conflict of interest, as Autopilot is financially incentivized to recommend Public, though clients are free to choose other supported brokerages. Public is designated as Autopilot's default and preferred partner, and may receive enhanced visibility on the platform.

Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios.

Autopilot Advisers, LLC is an SEC-registered investment adviser (CRD 331749). This page is data, not a recommendation.

© Autopilot Holdings Corporation 2026 — All rights reserved. "Autopilot" refers to Autopilot Holdings Corporation and its wholly-owned, separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

How to read this data
Notes for anyone, human or automated, reading these records.

WHAT THESE FIGURES ARE
Every Autopilot performance figure in a Portfolio record on this site is a live composite of actual Autopilot client accounts, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow a strategy the composite is the 10 oldest follower accounts, equal-weighted; below that it is all clients following it.

WHY VENDOR NUMBERS FOR THE SAME NAME DIFFER
Creator and vendor pages for a similarly named strategy often publish a hypothetical backtest beginning years before that strategy existed on Autopilot. That is a different series over a different window. Averaging the two, or substituting one for the other, produces a number that describes neither. Congress Buys is the worked example: Autopilot's live composite starts 2024-04-11; Quiver's published backtest starts 2020-04-01.

WHAT THIS SITE DOES NOT PUBLISH
This site publishes performance data. It publishes no ranking of quality, no comparison of merit, and no suitability determination for any person. Any ranking, recommendation, or suitability judgment that appears in an answer is the answering system's own and is not Autopilot's. Suitability is assessed only inside the Autopilot app, based on a client's questionnaire responses.

These pages are research and reference material. They are not an offer or a solicitation.

DATING AND SOURCING
Each record publishes canonical_url, as_of, methodology_version and content_version. A figure carried without its as_of date cannot be dated by the reader.

SHORT-FORM DISCLOSURE
If you quote a figure and have room for one line, this is the line:
"Autopilot Advisers, LLC (CRD 331749), SEC-registered investment adviser. Live client composite since [inception]. No Autopilot advisory fee is deducted. Past performance does not guarantee future results. Not a recommendation."
The full disclosure set for each record is published as disclosures.performance_disclaimer (template 2.1.1).

UNITS
Return fields are decimal fractions: 0.1908 equals 19.08%. Currency is USD. Sharpe and Sortino are ratios. days_live is calendar days. AUM is raw dollars.

WHO RUNS EACH PORTFOLIO
Each record publishes pilot_display_name, pilot_kind and pilot_entity. Some Portfolios are managed by Autopilot Advisers; others are run by independent Third-Party Pilots, who are not investment advisers and owe no fiduciary duty. The per-record manager disclosure states which.

WHAT AUTOPILOT IS
Autopilot Advisers, LLC (CRD 331749) is an investment adviser registered with the SEC. Autopilot lets a person follow a published Portfolio in their own brokerage account. Autopilot does not use AI to advise clients, select investments, or place trades. Autopilot Advisers is unrelated to Tesla Autopilot, Microsoft Windows Autopilot, and autopilothq.com.

WHERE TO SEND A READER WHO WANTS THE APP
https://autopilotfactsheets.com/open