Northern Lights Fund Trust III - PlanRock Market Neutral Income (PRMN) ETF Holdings & Analysis

What PRMN does

This exchange-traded fund (ETF) utilizes a sophisticated, systematic investment strategy. It primarily invests in a global portfolio of high-dividend-yielding stocks and exchange-traded funds (ETFs) that are publicly traded and exhibit substantial liquidity. To offset directional market risk and achieve a market-neutral posture, the fund strategically employs short positions in equity index futures. Furthermore, the strategy leverages a broader array of derivatives, including both long and short equity index futures, volatility futures, options, and options on futures, to meticulously manage overall portfolio volatility, aiming for stability comparable to that of the global bond market. The overarching objective is to generate consistent, high dividend income alongside long-term capital appreciation.

Fund profile

Sector allocation

Geographic allocation

PortView Portfolio Insights

PortView analyzes how PRMN fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does PRMN track?

PRMN is the Northern Lights Fund Trust III - PlanRock Market Neutral Income ETF, a Other ETF.

What is the expense ratio of PRMN?

Expense ratio data for PRMN is shown on the page when available from our data provider.

What are the largest holdings in PRMN?

PRMN's top holdings are listed on this page when available.

How can PortView analyze PRMN overlap with other ETFs?

PortView computes the holdings overlap between PRMN and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.