AMERICA FIRST Overview

America First Investment Adviso is an investment advisor that manages 274.4 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 238MM in positions, representing 87% of the manager's regulatory AUM.

AMERICA FIRST StockAlpha

-0.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AMERICA FIRST Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SE 6.42% Energy -3.43% -0.72% 0 9%
CLX 5.36% Cons. Staples -7.28% -0.28% 0 12%
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AMERICA FIRST Founders and Key Employees

Name Title In Position Since
Eric M. Ball Chief Executive Officer , Chief Investment Officer, & Manager October-2002
Barry W. Dunaway Vice President And Director Of Research July-2006
David A. Guthrie President February-2011
Katerina M. Wiese Chief Compliance Officer November-2011
Matthew J. Holloway Vice President, Advisor Services September-2014

AMERICA FIRST Brokers, Custodians, Auditors and Administrators

Type Company

AMERICA FIRST Investment Strategy

AMERICA FIRST Portfolio Concentration

AMERICA FIRST Location

10050 REGENCY CIRCLE, SUITE 515
OMAHA, Nebraska
UNITED STATES, 68114-3721

AMERICA FIRST Contact Information

Phone Number: 402-991-3388
Fax Number: 402-718-9431
Website:

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