Trader beating market: Facebook breaking out

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Josh Brown, whose "Halftime Report" model portfolio is up 10 percent this year, is selling out of three of his top holdings in favor of momentum names.

In a move to shake things up in the competition, the CEO and co-founder of Ritholtz Wealth Management decided to take profits in Disney and Starbucks, after both stocks rallied more than 35 percent this year.

He is also selling out of J.B. Hunt Transport Services, after the company's shares failed to hold above $90, falling 9 percent from their all-time high in mid-April.

Here's what he's buying instead.