iShares PHLX SOX Semiconductor (SOXX) Adds AMD and Micron on Oct. 29

This article first appeared on GuruFocus. iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) recorded net buying of $212.3 million in ETF activity last Thursday, with no positions decreased. The fund increased 29 positions and sold out of none, against total gross trades of $212.3 million and assets under management of $43.67 billion. What did SOXX buy on Thursday? Is SOXX fairly valued? Test your thesis with our free DCF calculator. Its largest buys by dollar value were AMD ($22.0 million), MU ($17.8 million) and NVDA ($17.7 million). Stock Shares changed Value Position ADVANCED MICRO DEVICES (AMD) +38,826 $22.0M 9.51% of fund MICRON TECHNOLOGY (MU) +19,062 $17.8M 7.70% of fund NVIDIA (NVDA) +82,773 $17.7M 7.