I demonstrated how to update the holdings for the FM Excelsior ETFs. I explained the process of manually entering the data for the composition table, which only updates quarterly plus a 60-day lag. I also showed how to duplicate the database table, edit it, and change the table ID. I highlighted the need to look up the correct names for the ETFs, as they are sent in all caps but need to be typed out in full. I also discussed the need to update the quarterly holdings link and how to do that by uploading the document and creating a pretty link for it.
