iShares PHLX SOX Semiconductor (SOXX) Adds AMD and NVDA on Oct. 30

This article first appeared on GuruFocus. In ETF activity last Friday, one fund was buying and none were selling. iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) added $973.8 million of stock against no sales, lifting 29 positions and trimming none, with gross traded value of $973.8 million against $42.97 billion in assets. What did SOXX buy on Friday? Is SOXX fairly valued? Test your thesis with our free DCF calculator. Its largest buys by dollar value were AMD ($93.6 million), NVDA ($80.9 million) and MU ($80.6 million). Stock Shares changed Value Position ADVANCED MICRO DEVICES (AMD) +185,502 $93.6M 9.25% of fund NVIDIA (NVDA) +395,471 $80.9M 7.99% of fund MICRON TECHNOLOGY (MU) +91,074 $80.6M 7.